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
Del Rio, TN
Thrivent Investment Management
Institution
Spencer Miller is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently based in Del Rio, Tennessee. He has one year of industry experience and joined Thrivent in 2026. Prior to his financial career, Spencer worked in the automotive industry and spent several years in full-time education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers planning and managed-account services separately, with periodic reviews and a consolidated billing option called “WealthPlan.”
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.
Del Rio, TN
Del Rio TN
Advisors at this office
1
Tennessee
< 1 year of industry experience
Thrivent Financial
2026 - Present • 1 year
Appleton, WI
Thrivent Investment Management Inc.
2026 - Present • 1 year
Minneapolis, MN
Full-time Education
2023 - 2026 • 3 years
Del Rio, TN
Morristown Chevrolet- Hudson Automotive Group
2023 - 2023 • 1 year
Morristown, TN
Full-time Education
2022 - 2023 • 1 year
Elkhart, IN
Jayco RVs INC- Thor Industries
2013 - 2022 • 9 years
Middlebury, IN
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.
CFP®, Series 63, Series 65
Parrottsville, TN
SeaCrest Wealth Management, LLC
James Dickey is a CFP® certificant with 17 years of industry experience, currently serving as a financial advisor at SeaCrest Wealth Management, LLC since 2014. He also works as an independent insurance agent on a limited basis. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach using fundamental and technical analysis, incorporating a range of investment vehicles and artificial intelligence tools alongside human oversight.
CFP®, Series 66
Del Rio, TN
Schwab Wealth Advisory
Rebecca Peterson Male is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab, USAA Financial Planning Services, UBS Financial Services, and OneAmerica Securities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach utilizes asset-allocation models and internal research tools, offering tailored recommendations while maintaining client authorization for all trades.
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