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Michael J Kapets

Advisor Image
Michael J Kapets
Financial Advisor
.
FIC
Part of the First Light Financial Advisors practice
215 Corporate Dr. Suite G
Beaver Dam, WI 53916
About Michael Kapets
About Michael Kapets

Retirement is something we all look forward to with anticipation. Many have felt they were not prepared or confident in the decisions they were making, which has led to mistakes. Working with a faithful financial guide can help eliminate any hesitation, provide education and help prevent oversights that distract you from your retirement goals. Our mission is to provide guidance and partner with Christians to help them make wise retirement decisions.


Over the years, we have created processes to support you in making wise financial decisions and help give you the confidence to retire fearlessly. Our process can prepare you in the years leading up to retirement and help put you in control to retire on your terms. In addition, we will continue to support you through retirement.


My wife Kay and I have three young daughters, Jayna, Elin & Kelsey. We spend a great deal of time with the girls at their activities. We embrace living in Wisconsin and enjoy fishing, boating and snowmobiling.

Education & Accomplishments
  • FIC
  • FINRA Series 63 Uniform Securities Agent State Law
  • FINRA Series 65 Uniform Investment Adviser Law
  • FINRA Series 7 General Securities Representative
  • Life & Health Insurance Licenses
My qualifications
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0I87636)
  • Florida
  • Georgia
  • Illinois
  • Michigan
  • Nevada
  • Ohio
  • South Dakota
  • Texas
  • Virginia
  • Wisconsin

Insights

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☕ Happy International Coffee Day! 🍪 Around here, we believe a good conversation is even better with a fresh cup of coffee! Our First Light coffee bar is always stocked and ready for clients, guests, and anyone stopping by to see us. And because coffee deserves a good sidekick, you might even find some freshly baked cookies waiting for you, too. 😉 So next time you’re here, help yourself to a cup, grab a cookie, and stay awhile. We’re always happy to have you! ❤️ How do you take your coffee? ☕👇
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👋 Meet the Team Monday! 🎸🎶 We’re wrapping up our September Meet the Team series with one final answer to the question: “If you could learn one thing instantly, what would it be?” Last but certainly not least, Duane’s choice? GUITAR! 🤘 Forget spending hours learning chords, building calluses, and trying to get your fingers to cooperate, Duane would rather jump straight to picking up a guitar and knowing exactly what to do. 😂🎸 We can’t say we blame him. Being able to grab a guitar and play your favorite songs on command would be a pretty great skill to have! We’ve loved sharing everyone’s answers this month, but before we officially wrap up this series, we want to hear yours! If you could learn ONE thing instantly, what would it be? Tell us in the comments! 👇✨
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👋 You may have noticed a new(ish) face when you walk through our doors! Although Lauren certainly isn’t new to the First Light team, you’re going to be seeing a whole lot more of her! 😊 For the past few years, Lauren has primarily worked behind the scenes, helping manage our marketing and online presence. Now, she’s moving from behind the scenes to front and center as our new receptionist! That means that while Lauren will continue taking care of our online presence, now she’ll also be the smiling face welcoming you to the office, the friendly voice answering the phone, and the person helping get you connected with the right member of our team. ❤️ We’re excited to have Lauren stepping into this new role. Be sure to say hello the next time you stop by! 👋
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations