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Credentials
Series 63, Series 66
Experience Industry experience
22 years
Location
Mound City, SD
Thrivent Investment Management
Institution
Theresa Schaffer is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 credentials. Her previous roles include positions at Freimark & Associates, Dakota Wealth Management, Variable Investment Advisors, and Wishard Insurance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across various planning areas and integrates these services with managed-account options through its WealthPlan program.
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.
Mound City, SD
Mound City SD
Advisors at this office
1
South Dakota
22 years of industry experience
Thrivent Financial
2020 - Present • 6 years
Appleton, WI
Thrivent Financial
2020 - 2020 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2020 - Present • 6 years
Watertown, SD
Freimark & Associates, Inc
2017 - 2020 • 3 years
Watertown, SD
Dakota Wealth Management, Llc
2017 - 2017 • 1 year
Watertown, SD
Variable Investment Advisors, Inc.
2015 - 2017 • 2 years
Sioux Falls, SD
Wishard Insurance
2014 - 2017 • 3 years
Watertown, SD
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.
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