Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Livermore, CO
Thrivent Investment Management
Institution
Scott Leclerc is a financial advisor with Thrivent Investment Management holding a Series 66 designation. He has professional experience that includes roles at Thrivent Financial and prior positions at Academy Bank and Chick-fil-A. Outside of advising, he was involved with Leclerc Lodging LLC for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority and periodic reviews of recommendations.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Livermore, CO
Livermore CO
Advisors at this office
1
Colorado · Texas
< 1 year of industry experience
Thrivent Financial
2026 - Present • 1 year
Appleton, WI
Thrivent Financial
2026 - 2026 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2026 - Present • 1 year
Livermore, CO
Leclerc Lodging LLC
2018 - 2026 • 8 years
Fort Collins, CO
Academy Bank
2017 - 2024 • 7 years
Fort Collins, CO
Chick-fil-A
2008 - 2017 • 9 years
Fort Collins, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bellvue, CO
Compass Financial Management LLC
Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guidespring Wealth Strategies LLC and UBS Financial Services. Outside of his advisory role, he is the content host of Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment approaches including individual equities, fixed income, and model portfolios.
CFP®, Series 63, Series 65
Bellvue, CO
Cetera
Craig Spawn is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Cetera and has worked with various firms including Avantax Insurance Services, Avantax Advisory Services, and Pinion Wealth Management. Spawn operates a sole proprietorship that provides basic non-investment-related financial planning services incidental to his advisory work. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
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