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William Neal Vandermyde

Advisor at Thrivent Investment Management — Sterling, IL

Updated today

Credentials

Series 65, Series 63

Experience

5 years

Location

Sterling, IL 61081

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,157

Across 1,411 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

William Vandermyde is a financial advisor with Thrivent Investment Management in Sterling, IL, holding Series 63 and Series 65 licenses and having five years of industry experience. His background includes roles at Nestle Purina PetCare Company and Wal-Mart Distribution Center prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority and allowing clients to combine planning with managed-account services 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

See office

Sterling, IL

2000 N Locust

Sterling IL 61081

Advisors at this office

1

Most active in

Illinois

Work history

5 years of industry experience

Thrivent Financial

2022 - Present • 4 years

Appleton, WI

Thrivent Investment Management Inc

2021 - Present • 5 years

Sterling, IL

Thrivent Financial

2020 - 2022 • 2 years

Sterling, IL

Unemployed

2020 - 2020 • 1 year

Morrison, IL

Nestle Purina PetCare Company

2018 - 2020 • 2 years

Clinton, IA

Wal-Mart Distribution Center

2011 - 2018 • 7 years

Sterling, IL

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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David D

CFP®, ChFC®, Series 63

Polo, IL

Dahl Financial Services, Inc.

David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.

Retirement income strategy Life insurance needs analysis Equity compensation tax strategy Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Approaching retirement Sandwich Generation Women Professionals
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Haley H

Series 65

Sterling, IL

Rosemeyer Management Group

Haley Herr is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. Prior to joining Rosemeyer Management Group, she worked at Marquis LLC and Businessolver. Rosemeyer Management Group is a team-based SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, retirement plan sponsors, and institutions. The firm employs a value-oriented, primarily long-only investment approach and offers discretionary asset management, financial planning, and retirement-plan consulting services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam O

Series 63, Series 65

Dixon, IL

Packerland Brokerage Services, Inc.

Adam Olson is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Packerland since 2016 and operates Olson Insurance & Financial Services, Inc., where he has provided insurance services since 1999. Outside of finance, Olson is affiliated with a family-owned drapery and window treatment business, Kustom Kovers, Inc. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing third-party managers and a variety of account structures through the Hilltop/Hilltop-cleared Envestnet platform.

Retirement income strategy Options & derivatives strategies Wealth management
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Louis E

Series 63, Series 65

Dixon, IL

BFC PLANNING, Inc.

Louis Eastman is a financial advisor with BFC Planning, Inc. in Dixon, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at BFC Planning since 2013 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Eastman is also involved in life insurance sales through Community State Bank in Dixon. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, offering both wrap and non-wrap programs with fee structures that vary by representative.

Concentrated stock management Options & derivatives strategies Real estate investing
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Tirzah R

Series 66

Sterling, IL

Midwestern Securities Trading Company, LLC

Tirzah Renkes is a financial advisor at Midwestern Securities Trading Company, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Sauk Valley Bank for four years. Outside of advising, she serves on the board of the Granny Rose Animal Foundation and acts as treasurer for the Nicole Olinger Benefit event. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, and ERISA 3(38) fiduciary services, utilizing a combination of discretionary model portfolios, non-discretionary recommendations, and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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Ronald P

Series 63, Series 65

Sterling, IL

FIFTH THIRD SECURITIES, Inc.

Ronald Pozen is a financial advisor at Fifth Third Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2008. Outside of his advisory role, he is active in rodeo as a competitor in steer wrestling and team roping, serves as a rodeo judge, and coaches athletics at Kaneland High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines bank affiliation with municipal-advisor registration to support its platform and supervisory processes.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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