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Liz Trotter

Advisor Image
Liz Trotter
Financial Advisor
.
BFA™
9420 Bunsen Parkway Suite 110
Louisville, KY 40220
Meet Liz Trotter

I was born and raised in Kansas City (Missouri!) and I have lived in Louisville since 2005. My husband, Aaron, and I are members of Northeast Christian Church where I love singing with the choir. We enjoy hiking and camping, although our two teenagers, Lauren and Miranda, are sometimes less than enthusiastic - Clifty Falls State Park in Indiana is a family favorite we frequent at least once each year.


To avoid collecting (and keeping) large breed dogs, our three 'pups' have a constant influx of playmates through MisPits and Friends Rescue where we have been fostering since March 2020.


I love meeting other non-profits in the area and supporting their mission. In the past year I have wrapped presents for Childplace Family Services, stuffed stockings for Wednesday's Child, collected items for MisPits and Friends, and Loved The Ville through their angel Tree program. I am always looking for new ways to support my community.


Education & Accomplishments


  • Bachelor of Arts, Washington University in St. Louis
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Professional Designations:
  • BFA™ - Behavioral Finance Advisor
Living Generously in the Louisville
Living Generously in the Louisville
  • MisPits and Friends Rescue
  • Orphan Care Alliance
  • Hope Collaborative
  • Love the Hungry
  • Habitat for Humanity
  • Critically Loved


My qualifications
  • Bachelors of Psychology, Washington University
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Indiana
  • Kansas
  • Kentucky
  • Missouri
  • Ohio
  • Tennessee

Insights

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
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How a term-to-permanent life insurance contract conversion works
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​
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Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
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Savvy Tax Strategies

Nov 10, 2026, 11:00 PM UTC
Owl Creek Country Club | 12400 N. Osage Road, Anchorage, KY
Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.Join us for an in-person workshop, Savvy Tax. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.Register now - https://bit.ly/TaxNov10No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 27764-11 R1-24
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Charitable Strategies to Maximize Impact image

Charitable Strategies to Maximize Impact

Nov 13, 2026, 5:00 PM UTC - Nov 13, 2026, 6:30 PM UTC
9420 Bunsen Parkway, Suite 110 Louisville, KY | In Person with Lunch or Virtual Option
Learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you:• Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.Join us in person for lunch and a service project at 12:00-OR- Join us virtually at 12:15No products will be sold. Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about Thrivent’s financial advisors. 3254348.6
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Office location
Louisville Location
9420 Bunsen Parkway Suite 110
Louisville, KY 40220
Phone502-954-1133Hours
M – F: 9 a.m. – 5 p.m.
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