Osaic Wealth
34yrs
Top advisor by experience in Copley
10yrs
Brian McCarty
Full name on record: Brian William McCarty
Financial advisor at Thrivent Investment Management
Brian McCarty is a fiduciary financial advisor in Copley, Ohio, with 10 years in the industry. Brian joined Thrivent Investment Management in 2018, a firm offering financial planning and investment management. Thrivent Investment Management reports being paid through a percentage of assets and flat fees.
One of 17 advisors with offices in Copley, and one of 16 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 50% of advisors at Thrivent Investment Management
Office202 Montrose West Ave, Copley, OH 44321
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?2 states
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowThrivent Investment Management Inc.Current firm
Contact Brian
Local office(330) 668-4720Ask for Brian. (800) 847-4836Main office · Minneapolis, MN 202 Montrose West AveCopley, OH 44321Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Brian’s local office at (330) 668-4720 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Brian McCarty.
How long has Brian been a financial advisor?
Brian has been in the industry since 2017, about 10 years. More experience than 50% of advisors at Thrivent Investment Management.
What licenses does Brian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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