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Willis Edwin Uhlich

Advisor at Thrivent Investment Management — Wahpeton, ND 6th St N

Updated today

Credentials

Series 66

Experience

17 years

Location

Wahpeton, ND 58075

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,190

Across 1,424 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Willis Uhlich is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed accounts 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

Wahpeton, ND 6th St N

118 6th St N

Wahpeton ND 58075

Advisors at this office

4

Most active in

North Dakota

Work history

17 years of industry experience

Thrivent Financial for Lutherans

2008 - Present • 18 years

Appleton, WI

Thrivent Investment Management Inc

2008 - Present • 18 years

Wahpeton, ND

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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Jeremy R

Series 66

Wahpeton, ND

Intercarolina Financial Services, Inc.

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Thrivent Financial, Wells Fargo, City Brew Hall, American Family, and State Farm. Outside of advising, he serves as a board member of Bois De Sioux Golf Course and is involved in farming operations as a truck driver for Etten Farms Inc. He also collects and occasionally trades trading cards. 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 planning without discretionary trading authority, emphasizing written recommendations and periodic reviews without direct portfolio management for institutional clients.

Business ownership considerations

Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Founder/Business Owner
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Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Brandvold owns and operates a small cattle ranch and serves as a board member for Northland Township, where he helps oversee local road and infrastructure maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without discretionary trading authority.

Business ownership considerations
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Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor at Edward Jones in Breckenridge, MN, holding a Series 66 designation with 1 year of industry experience. Prior to joining Edward Jones, Muehler worked at Doc's Pub & Eatery and Hankinson Drug. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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