Exton, PA Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

4

Of 3,164 advisors across 1,414 offices

Location

300 N Pottstown Pike

Exton PA 19341

Advisors at this office

4

Advisors at this office

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Nathaniel C

Series 66

Exton, PA

Thrivent Investment Management

Nathaniel Cooper is a financial advisor with Thrivent Investment Management in Exton, PA, holding a Series 66 designation and three years of industry experience. Prior to his current role starting in 2023, he worked at Stillwater Medical Center from 2016 to 2022. 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 cover a wide range of financial topics without implementation of recommendations. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Megan T

Series 63, Series 66

Exton, PA

Thrivent Investment Management

Megan Tebay is a financial advisor with Thrivent Investment Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Business ownership considerations
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Philip L

Series 66

Exton, PA

Thrivent Investment Management

Philip Leshock is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Exton, PA, with 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he manages two rental properties jointly with his wife. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas while keeping planning and managed-account services separate.

Business ownership considerations
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Logan B

Series 63, Series 65

Exton, PA

Thrivent Investment Management

Logan Brockway is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and has two years of industry experience. He has been with Thrivent and its affiliated entities since 2023. Prior to his financial advisory career, he worked at West Chester University and the Dallastown Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan,” while keeping planning and account management separate.

Business ownership considerations
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