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Billy Weiss

Advisor Image
Billy Weiss
Financial Advisor
.
CFP®
Part of the Pursuit Financial Group practice
About Billy Weiss

I'm proud to be a Thrivent financial professional. I provide financial guidance through a professional relationship geared towards personalized advice and recommendations for 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
  • CERTIFIED FINANCIAL PLANNER®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Iowa
  • Minnesota
  • North Dakota
  • South Dakota
  • Texas
  • Wisconsin

Insights

Taking Social Security early? Reasons to consider (with pros & cons)
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
A guide to charitable giving strategies & their tax advantages
A guide to charitable giving strategies & their tax advantagesThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Market uncertainty: Tariffs and economic policy drive volatility
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Office location
Baxter Location
14391 Edgewood Dr Ste 200
Baxter, MN 56425
Phone218-270-2703Hours
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.