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Bailey M
Series 63, Series 66
Crosslake, MN
Thrivent Investment Management
Bailey McMahon is a financial advisor at Thrivent Investment Management with three years of industry experience. They hold Series 63 and Series 66 designations and have previously worked at Northwestern Mutual Wealth Management Company. 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 planning focused on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.
Jacob W
Series 66
Crosslake, MN
Thrivent Investment Management
Jacob Winters is a Series 66 licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has held roles at several firms, including Everest Financial Group, Securities America, and LPL Financial, before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering comprehensive written recommendations on a variety of financial planning topics. The firm’s approach combines holistic, goal-based analyses with modeling tools and an optional managed-account program under the “WealthPlan” consolidated billing option.
Dillon L
Series 66
Crosslake, MN
Thrivent Investment Management
Dillon Larson is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Bremer Bank. Outside of his advisory role, Larson is the author of a children's book available on Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that address a wide range of financial topics without including implementation of recommendations.
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