Marc Kerscher
Marc Kerscher is a registered investment advisor at Thrivent Investment Management INC., based in Monticello, IA, with 25 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.
Location
820 W 1st St, Monticello, IA, 52310
Get directionsHistory
Regulatory History (2)
Civil Bond
October 2012Judgment / Lien
May 1996Other Business Activities
Marc is an assistant high school football coach since 2016, dedicating about a quarter of his time to this role. He also serves on the board of directors for Central City Housing Corporation, spending minimal time approving expenses for a senior living complex.
Employment History
Current Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Previous Registrations
Aig Retirement Advisors, INC.Broker
Aig Retirement Advisors, INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.