Limerick, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,292,497,010
ClientsTotal clients
124,646
AdvisorsAdvisors at this office
2
Of 3,164 advisors across 1,415 offices
Location
168 W Ridge Pike
Limerick PA 19468
Advisors at this office
2
Advisors at this office
John K
Series 63, Series 65
Limerick, PA
Thrivent Investment Management
John Kochel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a member of the vestry at Augustus Lutheran Church, is an appointed member of the Trappe Borough Zoning Board, and is a partner in a family horse breeding and training business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across a range of financial topics. The firm offers these services without discretionary trading authority and blends planning with managed accounts through a consolidated billing option called WealthPlan.
Matthew B
Series 66
Limerick, PA
Thrivent Investment Management
Matthew Buckery is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across various financial topics without discretionary trading authority or institutional portfolio management.
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