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Advisors / Colorado / Loveland
2yrs

Eric Iserman

Financial advisor at Thrivent Investment Management

Eric Iserman is a fiduciary financial advisor in Loveland, Colorado, with 2 years in the industry. Eric 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 148 advisors with offices in Loveland, and one of 138 fiduciaries.

Loveland, CO 80538Fiduciary advisor
Call the officeDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office150 East 29th Street, Loveland, CO 80538
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

  1. Apr 2025 – now

Questions to ask Eric

Tailored to Eric’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 Eric

How do I contact Eric?

Call Eric’s local office at (970) 581-0071 or the Thrivent Investment Management main office at (800) 847-4836, and ask for Eric Iserman.

How long has Eric been a financial advisor?

Eric has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Eric hold?

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

Is Eric a fiduciary?

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

How is Eric paid?

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