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Adam Marso

Advisor Image
Adam Marso
Financial Advisor
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MBA
Tax Efficient Planning
Young Families
Retirement Planning
About Adam Marso

As the son of parents who worked in public education in small town Minnesota, I was raised knowing what it means to grow and learn from those around you. Having strong values, beliefs & life experiences is what helps me be who I am today. My values are rooted in my Christian faith and the love I have serving others in and around my communities. I joined Thrivent in 2025 and have since dedicated my work to serving the Wayzata & West Metro Area, individuals in and around my hometown, as well as clients nationwide. My passion is helping families & individuals reach their specific goals in life and grow in their knowledge of how to achieve them.

Professional Philosophy

At the center of what I do is to focus on Your purpose & goals, not just your money. Working with me at Thrivent, I view money as a tool, not a goal. Simple, profound & meaningful questions drive every conversation and action. By doing this, I ensure your financial strategy reflects not only numbers, but the life and legacy you want to build.

Personal Interests

Sports are an exciting way for me to find connection with others. I spent the first decade of my career in College Women’s Basketball. Coaching and organizing team dynamics at the highest tier of college athletics has provided me with a lot of experiences that have shaped my life. What I have learned in the various roles I’ve had has given me the strength to lead and care for others at a high level. Just like the value of leading a team to victory night in and night out; a solid financial plan grows from steady habits, increased knowledge and guidance, and the commitment to keep showing up.


I worship at the Highlands Church in Delano on a weekly basis. I enjoy gathering for Men’s Group and volunteering my time and resources to give back to the church community. My involvement is the way for me to give back in the skills that I have been graced by God to do so. Through Him all things are good!


I value spending time and fellowship with family and friends. Serving and helping others is what runs through my veins, so I am always grateful to give back to the people in my life that I care about.

My qualifications
  • Masters of Business Administration/Management, University of North Dakota
  • Masters in Business Administration
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4543514)
  • Illinois
  • Iowa
  • Minnesota
  • Nebraska
  • New Mexico
  • North Dakota
  • Oklahoma
  • Texas
  • Utah
  • Wisconsin

Insights

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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.
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Interested in a financial advisor career but not sure where to start? At Thrivent, our Virtual Advice Team is designed to help you take that first step. You'll work with established clients while receiving training, coaching and support to build your experience and grow your career. Find your start: thriventcareers.com/4xIAsdr
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Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact. Get in touch to explore whether a DAF fits into your financial strategy. See thrivent.com/social for important disclosures.
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