Merrill
46yrs
Top advisor by experience in Billings
2yrs
John Daubert
Financial advisor at Thrivent Investment Management
John Daubert is a fiduciary financial advisor in Billings, Montana, with 2 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.
One of 275 advisors with offices in Billings, and one of 268 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office19 36th St W, Billings, MT 59102
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 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowThrivent Investment Management Inc.Current firm
Contact John
Local office(406) 641-7451Ask for John. (800) 847-4836Main office · Minneapolis, MN 19 36th St WBillings, MT 59102Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 John
How do I contact John?
Call John’s local office at (406) 641-7451 or the Thrivent Investment Management main office at (800) 847-4836, and ask for John Daubert.
How long has John been a financial advisor?
John has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does John hold?
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.
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