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Thomas Mackinnon

Advisor at Thrivent Investment Management

Updated today

Location

Pioneer, OH

Credentials

Series 63, Series 66

Industry experience

8 years

About

Thomas Mackinnon is a financial advisor with Thrivent Investment Management in Pioneer, Ohio. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior firms include JP Morgan Securities, LPL Financial, Empower Financial Services, and Raymond James Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial plans covering topics such as retirement, estate, and tax planning, with the option to combine planning recommendations with managed-account services under a consolidated billing program.

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

Pioneer, OH

Most active in

District of Columbia · Ohio · Oklahoma · Texas

Work history

Thrivent Investment Management

2025 - Present (1 year)

Thrivent Financial

2025 - Present (1 year)

Empower Financial Services, inc

2023 - 2025 (2 years)

FM Investment Services

2022 - 2023 (1 year)

Farmers and Merchants State Bank

2022 - 2023 (1 year)

Raymond James Financial Services, Inc

2022 - 2023 (1 year)

LPL Financial, LLC

2021 - 2022 (1 year)

Premier Bank

2020 - 2022 (2 years)

Jp Morgan Securities, Llc

2016 - 2020 (4 years)

Lyft

2016 - 2016 (1 year)

MacKinnon Sales LLC

2012 - 2016 (4 years)

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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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with 27 years of industry experience, currently affiliated with 724 Capital, LLC. He holds Series 63 and Series 65 licenses and has worked with several firms including Childs Investment Group, Inc. and National Planning Corporation. Outside of his advisory role, Wyse owns and operates Wyse Refrigeration and Appliance Services, a part-time appliance repair business. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of analytic approaches and investment strategies, including discretionary management and third-party money manager allocations, with an emphasis on regular account monitoring and reporting.

General tax planning
user avatar

Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with 34 years of industry experience, currently serving at 724 Capital, LLC. He holds Series 63 and Series 66 designations and has prior experience with firms including National Planning Corporation and Independent Financial Group. Childs is also a member of the Taylor University Board of Visitors and serves in governance roles for nonprofit organizations focused on charitable giving. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary management and allocation to third-party money managers, with regular account reviews and reporting.

General tax planning
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Andres P

Series 63

Archbold, OH

724 Capital, LLC

Andres Peterson is a financial advisor with 22 years of industry experience, currently with 724 Capital, LLC since 2022. He holds a Series 63 designation and has worked at firms including F3 Logic, LLC, Independent Financial Group, LLC, CIG Financial Services, National Planning Corporation, and Childs Investment Group, Inc. Peterson is also involved in insurance sales through CIG Financial Services. 724 Capital, LLC serves individual and high-net-worth clients, corporations, and employee benefit plans by providing portfolio management, financial planning, and pension consulting. The firm employs a range of analytic approaches and investment strategies, including discretionary account management and third-party money manager allocations, with a focus on long-term trading and regular portfolio monitoring.

Options & derivatives strategies Active portfolio management
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Alan W

Series 63, Series 66

Archbold, OH

724 Capital, LLC

Alan Wyse is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at 724 Capital, LLC, CIG Financial Services, Inc., National Planning Corporation, and Childs Investment Group, Inc. He serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance firm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing a variety of advisory programs and third-party asset managers.

Options & derivatives strategies Active portfolio management
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Hudson C

Series 65

Archbold, OH

724 Capital, LLC

Hudson Childs is a Series 65 credentialed advisor at 724 Capital, LLC with one year of experience in financial services. Prior to joining 724 Capital, he worked at Sauder Manufacturing for four years and at Systech Handling for one year. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, providing portfolio management, pension/401(k) consulting, and financial planning. The firm uses a combination of model allocations and individualized strategies, employing various analysis techniques and conducting monthly account reviews.

Options & derivatives strategies Active portfolio management
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