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Zachery Hugh

Advisor at Thrivent Investment Management — Fortuna, CA

Updated today

Credentials

Series 66

Experience

3 years

Location

Fortuna, CA

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,187

Across 1,423 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

About

Zachery Hugh is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has work history with Thrivent Financial and other organizations dating back to 2015. Outside of his advisory role, he manages a rental property in Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements that cover a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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

Fortuna, CA

Fortuna CA

Advisors at this office

1

Most active in

California · District of Columbia · Oklahoma · Texas

Work history

3 years of industry experience

Thrivent Financial

2024 - Present • 2 years

Minneapolis, MN

Thrivent Financial

2023 - 2024 • 1 year

Appleton, WI

Thrivent Financial

2023 - 2023 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2023 - Present • 3 years

Fortuna, CA

Unemployed

2022 - 2023 • 1 year

Fortuna, CA

TitleOne

2020 - 2022 • 2 years

Meridian, ID

Chicago Connection

2018 - 2020 • 2 years

Nampa, ID

College of Idaho

2018 - 2020 • 2 years

Caldwell, ID

Santa Rosa Junior College

2015 - 2017 • 2 years

Santa Rosa, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brandon S

Series 66

Fortuna, CA

Prospera Financial Services, inc.

Brandon Stockman is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at Prospera since 2020 and previously held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of his advisory work, he serves on the pastoral staff of Redwood Christian Fellowship, where he assists with preaching, men’s programs, biblical counseling, and coordinating ministry activities. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, and charitable organizations, offering a range of financial planning and portfolio management services through both proprietary and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Herbert W

CFP®, Series 63, Series 65

Fortuna, CA

Edward Jones

Herbert Wood is a CFP®-designated financial advisor with Edward Jones, based in Fortuna, CA, and has 28 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wood coaches the boys’ golf team at Fortuna Union High School and serves as Co-Chair of the children's street games for the Fortuna Rodeo Association, as well as an at-large board member of Van Duzen Land and Development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

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

Matthew M

Series 66

Hydesville, CA

Edward Jones

Matthew Mantova is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, with a brief interlude running Mantova's Two Street Music Corp, a music instrument retail business. He remains involved in the family-owned music store, assisting with inventory management and customer sales on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Andrea A

Series 66

Ferndale, CA

STIFEL

Andrea Alejandre is a financial advisor at Stifel with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves on the boards of Humboldt Humane/Critters Without Litters and the Ferndale Senior Resource Agency. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning

Janelle S

Series 66

Fortuna, CA

Edward Jones

Janelle Swan Robinson is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she serves as secretary for the Loleta Community Chamber in Loleta, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inheritance planning Retired Founder/Business Owner Executive Women Professionals Widow/Widower
user avatar

Gregory S

Series 66

Fortuna, CA

Edward Jones

Gregory Seiler is a financial advisor with Edward Jones in Fortuna, CA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Edward Jones in 2020, he worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2020. Outside of his advisory role, he serves as vice president of a mobile health care software company. Edward Jones is a wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

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