Van Wert, OH 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 3,157 advisors across 1,410 offices
Location
Van Wert OH
Advisors at this office
2
Advisors at this office
Phillip S
Series 65, Series 63
Van Wert, OH
Thrivent Investment Management
Phillip Summersett is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously served at Victory Worship Center and Pima County, Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary portfolio management. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.
Michael E
Series 66
Van Wert, OH
Thrivent Investment Management
Michael Etter is a Series 66-credentialed advisor with Thrivent Investment Management, based in Van Wert, Ohio. He has one year of industry experience and previously worked in roles including at Alliance Automation and The University of Toledo. Michael serves on the boards of the Van Wert County Tennis Foundation and The Church Van Wert. 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 financial planning covering a wide range of topics, with an option to combine planning and managed-account services under a consolidated billing arrangement.
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