Van Wert, OH W Ervin Road Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

3

Of 3,157 advisors across 1,410 offices

Location

712 W Ervin Road

Van Wert OH 45891

Advisors at this office

3

Advisors at this office

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Sara M

Series 63, Series 65

Van Wert, OH

Thrivent Investment Management

Sara Mesing is a financial advisor with Thrivent Investment Management in Van Wert, Ohio, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Thrivent, she worked in the hospitality sector and with Beachbody. She serves on the Endowment Committee of Saint Paul Lutheran Church, reviewing funding requests for the congregation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing program called WealthPlan.

Business ownership considerations
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Beth K

Series 66

Van Wert, OH

Thrivent Investment Management

Beth Kitson is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2003, including her current role at THRIVENT Financial since 2015. Kitson serves as a board member for the Lutheran Scholarship Granting Organization of Indiana, which raises funds to provide scholarships for students attending Indiana Christian schools. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Business ownership considerations
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Mark L

Series 63, Series 65, Series 66

Van Wert, OH

Thrivent Investment Management

Mark Laurent is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 licenses, and has 13 years of industry experience. He previously worked at Blackrock Sports Inc. for 12 years before joining Thrivent in 2018. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based planning covering retirement, tax, estate, and other financial areas, offering clients standalone planning or combined planning and managed-account options.

Business ownership considerations
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