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Apex Financial Group

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Apex Financial Group

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Our Impact

Our Impact

We have partnered with many organizations over the years and look forward to continuing to do so as needs arise.

Apex Financial Group is proud to be able to impact the communities it serves. “My command is this: Love each other as I have loved you.”— John 15:12, NIV. We have partnered with many organizations over the years and look forward to continuing to do so as needs arise.  

 

 

Organizations we've supported: 

Lakeshore Community Health Center 

Apex Financial Group sponsored Lakeshore’s 5K run to raise money that supports their mission to provide dental, medical and mental health care to those in need.  

Neenah Animal Shelter 

Apex team members collected several bags of wish list items and helped boost awareness of the shelter and its needs.  

Old Glory Honor Flight 

Some of our team members and clients in the Appleton area wrote more than 300 thank you cards for veterans.  

Family Sharing of Ozaukee 

We set up and promoted a food drive that resulted in more than 1,200 pounds of food being donated to those in need in Ozaukee County. 

The Crossing of Manitowoc County & Family Services of Northeast Wisconsin 

In honor of Mother’s Day and Father’s Day, our offices collected and donated hygiene and baby items for struggling parents. We delivered several bags full items to be used in the communities we serve.  

Jake’s Diapers 

Apex Team Members and clients gathered and packed hundreds of menstrual kits for local teens in need.  

COTS, Inc. 

We supported COTS, Inc.’s mission to transition individuals from homelessness to independent living by collecting food, winter hats, clothing, etc., for their Oshkosh, Wisconsin, location. 

Angel Tree 

Our Neenah office hosted clients to assemble 14 Christmas gift baskets for children whose parent(s) are incarcerated. 

Boys and Girls Club of Fond Du Lac 

We collected after-school activity items for this local after-school program. 

AM VETS 

We packed and delivered Christmas gifts for 160 veterans in local nursing homes. 

Father Carr’s Place 2B, Oshkosh 

We set up a food drive to help this organization stock shelves in preparation for their annual Thanksgiving Day meal.  

Rawhide Youth Services 

Our team collected wish list items and assembled 42 welcome bags for new arrivals at the ranch, all while creating awareness for the organization. 

Operation Not Alone 

Apex Financial Group put together care packages for veterans and active military personnel in the Fond Du Lac area. 

Special Olympics Wisconsin 

Our team provided shoes, socks and uniforms to athletes in this program. 

The Closet at Church of Our Savior, Fond Du Lac 

We collected new undergarments and socks and donated them to The Closet for children in need from local elementary schools.  

 

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 financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

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. 

Not all team members may provide all products, programs and services in all states. 

Not all team members may office at the locations listed.

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. 

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures. 

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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