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Adam S

Series 66, Series 63

New Tazewell, TN

Thrivent Investment Management

Adam Schrader is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at Edward Jones and led LvLuP Solutions, a small business consulting firm focused on processing client finance applications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Inheritance planning Founder/Business Owner
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