Advisor at Thrivent Investment Management
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Location
Mound City, SD
Credentials
Series 63, Series 66
Industry experience
21 years
Theresa Schaffer is a financial advisor with Thrivent Investment Management in Mound City, SD, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Thrivent Financial since 2020 and held prior roles 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, providing written recommendations on a range of financial topics without implementation, and allows clients to combine planning with managed-account services through 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.
Mound City, SD
South Dakota
Thrivent Financial
2020 - Present (6 years)
Thrivent Financial
2020 - 2020 (1 year)
Thrivent Investment Management Inc
2020 - Present (6 years)
Freimark & Associates, Inc
2017 - 2020 (3 years)
Dakota Wealth Management, Llc
2017 - 2017 (1 year)
Variable Investment Advisors, Inc.
2015 - 2017 (2 years)
Wishard Insurance
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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