Sterling Heights, MI Lakeside Circle Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

4

Of 3,164 advisors across 1,414 offices

Location

14460 Lakeside Circle

Sterling Heights MI 48313

Advisors at this office

4

Advisors at this office

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Ann E

Series 63, Series 65

Sterling Heights, MI

Thrivent Investment Management

Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

Business ownership considerations
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Jonathan M

Series 66

Sterling Heights, MI

Thrivent Investment Management

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Business ownership considerations
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Stephen S

Series 66

Sterling Heights, MI

Thrivent Investment Management

Stephen Schocke is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and with Thrivent Investment Management Inc. since 2008. 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 services under a consolidated billing option known as “WealthPlan,” maintaining separate planning and management services.

Business ownership considerations
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Aaron W

Series 63, Series 66

Sterling Heights, MI

Thrivent Investment Management

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.

Business ownership considerations
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