Iowa Falls, IA S Oak St Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

4

Of 3,157 advisors across 1,410 offices

Location

703 S Oak St

Iowa Falls IA 50126

Advisors at this office

4

Advisors at this office

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Adam N

Series 66

Iowa Falls, IA

Thrivent Investment Management

Adam Nederhoff is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Green Belt Bank & Trust and American Family Insurance. He serves on multiple community boards, including the Ellsworth College Foundation, Hansen Family Hospital, and Lighthouse Center of Hope. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Business ownership considerations
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Michael T

Series 66

Iowa Falls, IA

Thrivent Investment Management

Michael Truesdell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a board member for the Greater Chamber of Commerce in Story City, participating in the Economic Vitality committee, and works as an assistant basketball coach for a local high school girls’ team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that address topics such as retirement, tax, estate, and special needs planning. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Business ownership considerations
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Aaron F

Series 66

Iowa Falls, IA

Thrivent Investment Management

Aaron Fopma is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Iowa Falls, IA. He has seven years of industry experience and previously worked for Iowa Select Farms for 22 years. Outside of his advisory role, he serves on several nonprofit boards, including the Scenic City Civic Foundation, Overflow Thrift Store, Omega Life Christian Ministries, and the Iowa Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and integrates planning with managed-account services through its consolidated billing option, WealthPlan.

Business ownership considerations
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Megan H

Series 66

Iowa Falls, IA

Thrivent Investment Management

Megan Hansen is a financial advisor with Thrivent Investment Management in Iowa Falls, IA, holding a Series 66 designation and bringing 15 years of industry experience. She has been with Thrivent Investment Management since 2010 and worked under the Michael Stensland / Thrivent Financial team from 2010 to 2019. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics without implementing those recommendations. The firm combines holistic, goal-based planning with managed-account programs under a consolidated billing option called “WealthPlan,” and does not accept discretionary trading authority for its planning services.

Business ownership considerations
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