John
Kurcz

Thrivent Advisor Network, LLC

CRD#6551867
Investment Advisor
in New Berlin, WI

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About this Advisor

John Kurcz is a financial advisor based in New Berlin, Wisconsin, working with Thrivent Advisor Network, LLC. John has previously held positions at Roundy's Supermarkets, International Sports Management, Inc, Premier Legacy Wealth Management, Cabot Lodge Securities LLC, Thrivent Investment Management Inc, Thrivent Financial - Jeremy Keil, Thrivent Financial, and Thrivent Advisor Network, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, John is part of Thrivent Advisor Network, LLC, which operates out of New Berlin, Wisconsin. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15350 W. National Avenue Suite 214
New Berlin, WI 53151

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,163,786,512

WI Average: $5,289,111,388
Total Number of Employees

164

WI Average: 157
Total Number of Accounts

28,513

WI Average: 8,262
Average Account Size

$216,175

WI Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Kurcz Work History

2019 - Present (5 years)

Thrivent Advisor Network, LLC

2017 - 2019 (2 years)

Thrivent Investment Management Inc

2017 - 2017 (< 1 year)

Thrivent Financial - Jeremy Keil

2017 - 2019 (2 years)

Thrivent Financial

2015 - 2017 (2 years)

Premier Legacy Wealth Management

2015 - 2017 (2 years)

Cabot Lodge Securities LLC

2014 - 2015 (1 year)

International Sports Management, Inc

2012 - 2014 (2 years)

Roundy'S Supermarkets

Disclosures

Please visit the SEC profile of John Kurcz 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

Jeremy Reed
Gettysburg, PA
Jeremy Sarna
Forsyth, IL
Bryant Hayes
Minneapolis, MN
Benjamin Scheef
Minneapolis, MN
Joseph Ciliberti
Plainview, NY
Blair Greenwood
Minneapolis, MN
Jenna Wolff
Hopkins, MN
Andrew Walker
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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