Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Avilla, IN
Thrivent Investment Management
Institution
Zachary Schoeck is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 13 years of industry experience. He previously worked at Lincoln Financial Network for 11 years before joining Thrivent in 2024. Outside of his advisory work, he has roles as a delivery driver for several companies including DoorDash, Roadie, and Spark. 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 analyses and planning across a range of financial topics, with an option to combine planning with managed-account services under a consolidated billing program.
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.
Avilla, IN
Avilla IN
Advisors at this office
1
Indiana
13 years of industry experience
Thrivent Investment Management Inc
2024 - Present • 2 years
Minneapolis, MN
Thrivent Financial
2024 - Present • 2 years
Appleton, WI
Lincoln Financial Network
2013 - 2024 • 11 years
Fort Wayne, IN
Edward Jones
2013 - 2013 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 66
Auburn, IN
Mid Michigan Insurance and Financial Services LLC
Jeremy Watson is a financial advisor with Mid Michigan Insurance and Financial Services LLC in Auburn, IN, holding a Series 66 designation and six years of industry experience. He has worked at Regal Investment Advisors, LLC and American Senior Benefits since 2019, and previously at Bankers Life and Casualty from 2015 to 2019. Outside of his advisory role, he serves as a branch manager for American Senior Benefits. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm operates primarily on a non-discretionary basis, offering managed model-portfolio solutions through third-party managers, and integrates fundamental, technical, and cyclical analysis in its investment approach.
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Joseph Dewald is a CFP® professional with 25 years of experience in the financial industry. He has been with Wealth Advisors Group since 2000 and previously worked with LPL Financial LLC for 17 years. Outside of his advisory role, he is involved with a general agency for insurance business and maintains a real estate rental activity related to a professional office building. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing dynamic risk management and tactical asset allocation using mutual funds, ETFs, and individual equities.
CFP®
Fort Wayne, IN
Wealth Advisors Group
Daniel Mckeeman is a CFP® at Wealth Advisors Group in Fort Wayne, IN, with several years of industry experience dating back to 2019. His work history includes multiple roles at Wealth Advisors Group as well as a position at Ash Brokerage. Wealth Advisors Group offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm emphasizes risk management and tactical asset allocation, utilizing a range of investment vehicles and model portfolios, including those supported by BlackRock Fund Advisors’ Aladdin® Platform.
CFP®, Series 63, Series 65
Fort Wayne, IN
Wealth Advisors Group
Patrick O'Connell is a CFP® with 19 years of industry experience, currently serving as an advisor at Wealth Advisors Group since 2014. He previously worked at LPL Financial LLC for 12 years. Outside of his advisory role, O'Connell is a board member of The Lighthouse Life Recovery Home in Fort Wayne, IN. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm emphasizes dynamic risk management and tactical asset allocation, utilizing mutual funds, ETFs, and individual equities, and incorporates third-party independent managers in its investment approach.
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Alex Budzon is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wealth Advisors Group since 2013. He previously worked at LPL Financial from 2013 to 2017. Budzon is a board member of the Mad Anthonys Foundation, a nonprofit organization. Wealth Advisors Group provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations. The firm employs dynamic risk management and tactical asset allocation strategies, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios as part of its investment approach.
CFP®, Series 66
Fort Wayne, IN
Wealth Advisors Group
Austin Thoms is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He currently works at Wealth Advisors Group and previously held roles at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he serves as a volunteer deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled "2300 Reasons Why." Wealth Advisors Group provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, retirees, pension plans, and charitable organizations. The firm employs strategic and tactical asset allocation with periodic rebalancing, using a broad range of investment options, including model portfolios supported by BlackRock Fund Advisors’ Aladdin® Platform.
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