About Thrivent Financial
We are much more than insurance and financial services. We are a not-for-profit membership
organization of Christians. For more than 100 years, we have helped our members be wise with
money and be good stewards of the gifts God has given them.
We specialize in helping people be more secure in areas of:
" Retirement income planning
" Investment management
" Protecting loved ones against the impact of long term care, death, and disability
" Charitable giving
" College planning
" Life insurance
" Personal finance guidance
My office is centrally located to help service people in the surrounding areas of the Chippewa
Valley. Call or stop by my office to learn more or set up an appointment.
See Disclosures
General Information
Firm Start Year
2014
No. of Employees
2-4
CRD#
6365235
Firm CRD#
18387
Years of Experience in Financial Services
9
Number of Years with Current Firm
9
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AEP®, CLU®, CLTC®, ChFC®, AAMS®, RICP®, CDFA®, FIC, CAP®, BFA™, MSFS®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Long Term Care, Variable Life, Disability, Health, Annuity, Variable Annuity, Life
Financial Organization Memberships
National Association of Insurance and Financial Advisors (NAIFA)
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets, Commissions, Flat Fee, Hourly
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886014/financialplanners-Thrivent-Financial-detailed-disclosure.html