Crosslake, MN Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

3

Of 3,158 advisors across 1,413 offices

Location

35258 Cr 3

Crosslake MN 56442

Advisors at this office

3

Advisors at this office

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Bailey M

Series 66, Series 63

Crosslake, MN

Thrivent Investment Management

Bailey Mcmahon is a financial advisor at Thrivent Investment Management with three years of industry experience. Mcmahon holds the Series 66 and Series 63 designations and previously worked at Northwestern Mutual Wealth Management Company. Outside of finance, Mcmahon has experience in the food service industry, including roles at Prairie Bay Grill and Catering. 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 planning that covers a broad range of financial topics, with clients able to combine planning and managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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Jacob W

Series 66

Crosslake, MN

Thrivent Investment Management

Jacob Winters is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, Frandsen Bank & Trust, Everest Financial Group, Securities America, and Ameriprise Financial Services. Winters’s work history also includes a brief period with Your Boat Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, with an option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”

Business ownership considerations
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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.

Business ownership considerations
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