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Nathaniel Wisely

Investment adviser representative at Thrivent Advisor Network, LLC
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Thrivent Investment Management IncAug 2024 to now
  2. Thrivent Advisor Network, LLCJul 2020 to now
  3. Storyline, LLCJan 2023 to Aug 2024
  4. Purshe Kaplan Sterling InvestmentsAug 2020 to Jul 2024
  5. Thrivent FinancialAug 2018 to Jul 2020
  6. Thrivent Investment Management IncSep 2017 to Jul 2020
  7. Ernst & Andrew, LLCJun 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (MN).

Thrivent Advisor Network, LLC

$6.8BAssets managed
14,732Clients
117Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6657166
Firm CRD
304569
Advisor's SEC record (opens in a new tab)
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