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Adam Wims

Advisor Image
Adam Wims
Financial Advisor
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Part of the Wims Financial Group practice
About Adam Wims
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Arizona
  • California(Insurance Lic. #0M16582)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Kentucky
  • Minnesota
  • Missouri
  • Nevada
  • New York
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Dakota
  • Tennessee
  • Texas
  • Washington
  • Wisconsin
  • Wyoming

Insights

6 year-end financial tasks
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education. Learn more about the FAFSA 👉 https://bit.ly/422SRSE
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Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. #DIAM23
Office location
Santa Clarita Location
26639 Valley Center Dr Ste 104
Santa Clarita, CA 91351
Phone661-287-4000Hours
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