Unclaimed
John M. Kurcz is a financial advisor who has been in the industry since 2017. John is registered with the state of Wisconsin and holds the Series 66, Series 7 and SIE exams. John works with Thrivent Advisor Network, LLC. Prior to joining Thrivent Advisor Network, LLC, John was with Thrivent Investment Management Inc. John specializes in retirement planning, college savings, estate planning and insurance. John also provides financial planning and investment management services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/19/2025 - Present
Thrivent Advisor Network, LLC (New Berlin WI)
WI
08/03/2017 - 09/26/2019
THRIVENT INVESTMENT MANAGEMENT INC. (New Berlin WI)
WI
03/21/2017 - 08/02/2017
CABOT LODGE SECURITIES LLC (MENOMONEE FALLS WI)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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