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Boone J
Series 63, Series 66
St Charles, MO
Thrivent Investment Management
Boone Jackson is a financial advisor with Thrivent Investment Management based in St. Charles, Missouri. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 across various topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.
Jack B
Series 66
St Charles, MO
Thrivent Investment Management
Jack Bedtke is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and having four years of industry experience. He has been with Thrivent and its related entities since 2021. Outside of his advisory role, Bedtke serves as a board member of the Kiwanis Club of St. Charles and works as a senior site manager for i9 Sports, focusing on youth sports programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers goal-based, holistic planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option.
Mark G
Series 63, Series 66
St Charles, MO
Thrivent Investment Management
Mark Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with managed-account options under a consolidated billing program called “WealthPlan.”
Brent S
Series 66
St Charles, MO
Thrivent Investment Management
Brent Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. 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 and managed-account programs, with a focus on planning services separate from portfolio management.
Timothy G
Series 66
St Charles, MO
Thrivent Investment Management
Timothy Gerler is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Education Ministry Team Board at Immanuel Lutheran School, participating in monthly meetings to provide feedback on school matters. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm integrates planning with managed accounts under a consolidated billing system called “WealthPlan,” while maintaining separate planning and investment management functions.
Zachary G
Series 66
St Charles, MO
Thrivent Investment Management
Zachary Gerler is a financial advisor with Thrivent Investment Management in St. Charles, MO, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and with Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering various topics including retirement and estate planning, with options to combine planning and managed-account programs under a consolidated billing system called WealthPlan.
Jason S
Series 66
St Charles, MO
Thrivent Investment Management
Jason Schoppenhorst is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and with Thrivent Investment Management since 2011. 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, covering a broad range of topics, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
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