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Ann M Escandon

Advisor Image
Ann M Escandon
Associate
.
FIC
Part of the Koine Advisor Group practice
About Ann Escandon
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
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Florida
  • Michigan
  • Ohio

Insights

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It’s another win for Thrivent! Our asset management team earned two Refinitiv Lipper Fund Awards (U.S.) in 2023 for our Small Cap Stock Fund (TSCSX) and Mid Cap Stock Fund (TMSIX). Learn more: https://bit.ly/42PzAFW
What to do with your 401(k) when you're leaving your job
What to do with your 401(k) when you're leaving your jobTransitioning to a new career and not sure what to do with your 401(k)? Whether you transfer it to your new employer or leave it with your old employer, these pros and cons may help you decide what to do next.
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Be a part of Thrivent’s 2024 Calendar! Submit your original photography or artwork by June 30, to help bring next year’s theme – “Perspective” – to life. Learn more: https://bit.ly/3JZXntY
Office location
Sterling Heights Location
14460 Lakeside Circle Ste 250
Sterling Heights, MI 48313
Phone440-567-0930Hours
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