ChooseAFinancialAdvisor.com
Advisors / Indiana / Decatur
3yrs

Dylan Rose

Financial advisor at Thrivent Investment Management

Dylan Rose is a fiduciary financial advisor in Decatur, Indiana, with 3 years in the industry. Dylan joined Thrivent Investment Management in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.

One of 12 advisors with offices in Decatur, and one of 12 fiduciaries.

Decatur, IN 46733Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office203 N 12th St, Decatur, IN 46733
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 65Uniform Investment Adviser Law Examination

Career

  1. Jun 2026 – now

Questions to ask Dylan

Tailored to Dylan’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

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

About Dylan

How do I contact Dylan?

Call Dylan’s local office at (260) 724-4144 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Dylan Rose.

How long has Dylan been a financial advisor?

Dylan has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Dylan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Dylan a fiduciary?

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

How is Dylan paid?

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

Other advisors nearby

Thrivent Investment Management
39yrs
Donna Fosdick-Baumann
Financial advisor
320 Winchester St
Decatur, IN 46733
Top advisor by experience in Decatur
Fiduciary
Call Directions
Midwest Capital Financial Advisors
37yrs
Michael Hamilton
Financial advisor
226 N 12th St
Decatur, IN 46733
Top 6% by experience nationwide
Fiduciary
Call Directions
CWM
20yrs
Keith Blythe
Financial advisor
1043 S, 13th Street
Decatur, IN 46733
More experience than 67% of advisors in Decatur
FiduciaryPlanningInvesting
Call Directions
Thrivent Investment Management
20yrs
Agnes Schoch
Financial advisor
203 N 12th St
Decatur, IN 46733
Top 24% by experience at Thrivent Investment Management
Fiduciary
Call Directions
Thrivent Investment Management
10yrs
Phillip Sollman
Financial advisor
320 Winchester St
Decatur, IN 46733
More experience than 50% of advisors in Decatur
FiduciaryPlanningInvesting
Call Directions

See all advisors near Decatur