Watertown, WI S Third St Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

3

Of 3,164 advisors across 1,415 offices

Location

116 S Third St

Watertown WI 53094

Advisors at this office

3

Advisors at this office

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Benjamin W

Series 66

Watertown, WI

Thrivent Investment Management

Benjamin Wolfe is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Car Services LLC and Charter NEX Films. 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 without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Business ownership considerations
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Christopher M

Series 66

Watertown, WI

Thrivent Investment Management

Christopher Mallow is a financial advisor with Thrivent Investment Management in Watertown, WI, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and with Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based financial plans without discretionary trading authority and offering combined planning and managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
user avatar

Toniette F

Series 66

Watertown, WI

Thrivent Investment Management

Toniette Flint is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing six years of industry experience. She previously worked at First Bank Financial Centre before joining Thrivent in 2019. Outside of her advisory role, Flint serves as Vice President of the Johnson Creek Historical Society and is a Development Board member for Safe Families for Children Wisconsin. 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 planning that addresses a range of financial topics but does not include implementation or discretionary portfolio management.

Business ownership considerations
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