ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Pottstown
3yrs

Bryan Wise

Financial advisor at Thrivent Investment Management

Bryan Wise has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Pottstown, Pennsylvania. Bryan joined Thrivent Investment Management in 2024, a firm offering financial planning and investment management. Thrivent Investment Management reports being paid through a percentage of assets and flat fees.

One of 35 advisors with offices in Pottstown, and one of 31 fiduciaries.

Pottstown, PA 19464Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office2500 E High St, Pottstown, PA 19464
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.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask Bryan

Tailored to Bryan’s registration and firm.

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

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bryan

How do I contact Bryan?

Call Bryan’s local office at (484) 989-6883 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Bryan Wise.

How long has Bryan been a financial advisor?

Bryan has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Bryan hold?

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

Is Bryan a fiduciary?

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

How is Bryan paid?

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