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Shannon M Gallop

Advisor at Thrivent Investment Management — Anthem, AZ

Updated today

Credentials

Series 66

Experience

19 years

Location

Anthem, AZ

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

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.

Location

See office

Anthem, AZ

Anthem AZ

Advisors at this office

2

Most active in

Arizona · District of Columbia · Oklahoma · Texas

Work history

19 years of industry experience

Thrivent Financial

2022 - Present • 4 years

Appleton, WI

Thrivent Investment Management Inc

2022 - Present • 4 years

Minneapolis, MN

MassMutual

2020 - 2022 • 2 years

Springfield, MA

MML Investors Services, LLC

2020 - 2022 • 2 years

Phoenix, AZ

Unemployed

2019 - 2020 • 1 year

Cave Creek, AZ

Northern Lights Distributors, Llc

2019 - 2019 • 1 year

Omaha, NE

Redwood Investment Management, Llc

2019 - 2019 • 1 year

Scottsdale, AZ

First Western Trust

2018 - 2019 • 1 year

Phoenix, AZ

Windsor Capital Management, LLC

2017 - 2018 • 1 year

Phoenix, AZ

E*TRADE Securities, LLC

2016 - 2017 • 1 year

Scottsdale, AZ

Assetmark, Inc.

2014 - 2014 • 1 year

Concord, CA

TD Ameritrade, INC.

2009 - 2014 • 5 years

TD Ameritrade Investment Management, LLC

2009 - 2014 • 5 years

Scottsdale, AZ

Wells Fargo Clearing

2007 - 2009 • 2 years

TX

Thrivent Investment Management

2006 - 2007 • 1 year

TX

Ameriprise

2005 - 2006 • 1 year

The Woodlands, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald L

Series 65

Cave Creek, AZ

Atlas Wealth Management, LLC

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Noel E

Series 65

Carefree, AZ

EP Wealth Management LLC

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Annuities
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William L

Series 65

Cave Creek, AZ

Mount Financial Freedom

William Luhrs III is a financial advisor at Mount Financial Freedom with eight years of industry experience. He holds a Series 65 designation and has worked at Prism Investment Management and Life Options AZ, in addition to his current role. Luhrs is also president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom provides comprehensive financial planning and portfolio management services to individual, high-net-worth clients, and small business owners. The firm employs an investment approach based on the Efficient Market Hypothesis, using passive, low-cost ETFs and mutual funds tailored to clients’ risk tolerance and objectives, and offers educational workshops as part of its client engagement.

Cash flow / budgeting Debt management Income planning Retirement withdrawal strategies Tax strategies for small businesses Founder/Business Owner Retired Approaching retirement
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Gregg T

Series 65

Scottsdale, AZ

Big Cedar Investment Advisors

Gregg Tushaus is the sole advisor at Big Cedar Investment Advisors in Scottsdale, AZ. He holds a Series 65 designation and has 10 years of industry experience. In addition to his advisory role, he serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology services company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit entities. The firm manages approximately $92.2 million in discretionary assets and employs a strategy combining fundamental and technical analysis within a modern portfolio theory framework.

College savings (529s, UTMA, etc.) Options & derivatives strategies Private / alternative investments
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Jacob P

Series 65

Phoenix, AZ

Lilliano Capital Management LLC

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Options & derivatives strategies Active portfolio management Private / alternative investments
user avatar

Anthony I

Series 63, Series 65

Carefree, AZ

Du Lac Investment Group, LLC

Anthony Iarocci Jr. is the principal of Du Lac Investment Group, LLC in Carefree, AZ, holding Series 63 and Series 65 licenses with 47 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at multiple affiliated entities specializing in asset and wealth management. Outside his primary advisory work, Iarocci serves as CEO and president of DCA Asset Management Inc., focusing on investments in both private and public companies. Du Lac Investment Group offers investment management and consulting services to various clients such as pension plans, trusts, and corporations. The firm employs multiple analysis techniques and trading strategies, sponsors its own wrap fee program, and provides consulting on an hourly basis, along with advising on or selecting other investment managers.

Wealth management Retirement income strategy Annuities
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