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Steven James Becker

Advisor at Thrivent Investment Management — Princeton, IL

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Princeton, IL 61356

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,410 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Steven Becker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, Becker serves as a trustee for the Kewanee Community Fire Department, where he assists with budgeting, auditing, and operational oversight. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account programs through a consolidated billing option.

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

Princeton, IL

105 S Main St

Princeton IL 61356

Advisors at this office

1

Most active in

Illinois · Texas

Work history

32 years of industry experience

Thrivent Investment Management Inc

2002 - Present • 24 years

Kewanee, WI

Thrivent Financial for Lutherans

2002 - Present • 24 years

Appleton, WI

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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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
user avatar

Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Jeremy M

Series 63, Series 65

Princeton, IL

Empower Advisory Group

Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Thrivent Financial and its affiliated entities and has experience with Impact Networking LLC and Wintrust companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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