Michelle
Clary
Thrivent Advisor Network, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michelle Clary is a certified financial planner and chartered financial consultant working out of Kennewick, Washington with a total of 3 years of industry experience. Clary is on the advisory team at Thrivent Advisor Network, LLC. During their career, the advisor has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC Dba Piton Wealth and Purshe Kaplan Sterling Investments, Inc. Clary has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Texas and Washington. Thrivent Advisor Network, LLC is a business operating out of Minneapolis, MN. The firm has offices in 34 locations and a total of 134 people on staff. It handles $5 billion in assets across its 26,501 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 17 charities and foundations. Of its 26,501 customer accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. Thrivent Advisor Network, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules are based on which service is provided. However, fees charged by Thrivent Advisor Network, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Thrivent Advisor Network, LLC Brokerage Details
$5,058,431,013
134
26,501
$190,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michelle Clary Work History
Michelle has been registered as a financial advisor for 3 years.*
Thrivent Advisor Network, LLC Dba Piton Wealth
Purshe Kaplan Sterling Investments, Inc
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Clary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrivent Advisor Network, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Denver, CO
Denver, CO
Camp Hill, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
