ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Holmes
12yrs

John Dougherty

Financial advisor at Thrivent Investment Management

John Dougherty is a fiduciary financial advisor in Holmes, Pennsylvania, with 12 years in the industry. John joined Thrivent Investment Management in 2025, a firm offering financial planning and investment management. Thrivent Investment Management reports being paid through a percentage of assets and flat fees.

Holmes, PAFiduciary advisor

At a glance

Experience12 years (since 2015)
How that compares ?More experience than 56% of advisors at Thrivent Investment Management
OfficeHolmes, PA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state

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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Nov 2025 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Thrivent Investment Management at 800-847-4836 and ask for John Dougherty. John works from the Holmes, PA office.

How long has John been a financial advisor?

John has been in the industry since 2015, about 12 years. More experience than 56% of advisors at Thrivent Investment Management.

What licenses does John hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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.