Financial Advisor
.- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
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Insights
Thrive With Purpose | ThriventDo you know what next steps to take so you can retire? I can help! Join our free event, 5 Keys to Retiring Fearlessly, to learn insights that can help you achieve your retirement goals. Social hour and dinner will be provided at Holiday's Pub & Grill, Appleton, on Thursday, September 22, 2022 at 6pm. RSVP to dana.koutnik@thrivent.com, or 9920) 757-9520. No products will be sold. 27878-8M R6-20
6 ways to use required minimum distributions in retirementFrom charitable giving to reinvesting, here are meaningful ways you can use your required minimum distributions (RMDs) in retirement.
It’s almost time for the 2023 Live Generously® T-shirt vote! We all know Thrivent clients love their Live Generously T-shirts and we love your hearts for generosity. Voting opens on August 1. See the new design options here: https://bit.ly/3ILaoa2
Office location
Greenville Location
W6929 Parkview Dr, Ste A
Greenville, WI 54942
Phone920-840-6780 ext. 105HoursGreenville, WI 54942
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.