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Amy J Pearson

Advisor Image
Amy J Pearson
Financial Advisor
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RICP®, CLTC®
Part of the New Ulm Area Group practice
Women's Markets
Retirement Planning
Business Owners
About Amy Pearson

I began my career as a teacher, where I discovered how much I enjoy helping others learn and grow. Nearly ten years ago, I made the transition into financial advising so I could continue teaching in a new way—by helping people learn how to be wise with their money. Over the years, I’ve learned that people have a wide range of confidence levels when it comes to saving and managing what they’ve been given. My goal is to meet clients where they are, provide clear guidance, and help them move forward with confidence.

I specialize in creating tax-savvy retirement and legacy plans that help clients make the most of what they’ve built while preparing for the future. Whether it’s developing a retirement income strategy or structuring a legacy plan, I strive to make complex financial decisions understandable and manageable.

Outside of work, I enjoy staying active by working out, playing golf, and traveling with my family. I also value being involved in my community and volunteer with the New Ulm Chamber of Commerce, Junior Achievement, MLC, MVL, and my church.

Community Impact
Community Impact
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can achieve your goals.
My qualifications
  • Bachelors of Elementary Education, Martin Luther College
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Iowa
  • Minnesota
  • Missouri
  • Montana
  • Nevada
  • South Dakota
  • Texas
  • Utah
  • Wisconsin

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
New Ulm Location
108 South Minnesota St.
New Ulm, MN 56073
Phone507-354-4413Hours
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