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Tyler Dolezal

Advisor at Thrivent Investment Management

Updated today

Location

Beaver Crossing, NE

Credentials

Series 66

Industry experience

1 year

About

Tyler Dolezal is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has two years of experience at Thrivent and previously worked at TreeHouse Foods for eight years. Outside of his advisory role, he serves as co-chairman of the Bee States Ballroom Restoration Committee, a nonprofit focused on community events and historic building upkeep. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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

Beaver Crossing, NE

Most active in

Nebraska

Work history

Thrivent Financial

2025 - Present (1 year)

Thrivent Financial

2024 - 2025 (1 year)

Thrivent Investment Management Inc

2024 - Present (2 years)

TreeHouse Foods

2016 - 2024 (8 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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Andrew M

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Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

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Roger G

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Seward, NE

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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Mitch K

Series 66

Seward, NE

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Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

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Kara K

Series 66

Seward, NE

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Preston M

Series 66

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Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.

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Issiah B

Series 66

Seward, NE

OSAIC

Issiah Burks is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and no prior industry experience. He also serves as a Wealth Management Officer at Jones Bank, where he provides financial advisory services to individuals and businesses. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing advanced portfolio optimization tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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