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Brandi Kroese

Advisor Image
Brandi Kroese
Associate
.
FSCP®
Part of the Trail Ridge Associates practice
Why Brandi, Why Thrivent:
Why Brandi, Why Thrivent:

Many people have asked why I decided to change careers! For 25 years I worked in the health, mental health, and human services field. I love people! I also believe my purpose is to serve. I have always been one to look for areas of need and try to do what I could to fill that gap. It is the business side of my brain that loves to figure out solutions, while combining the love I have for people. But the high stress and demand from my previous work took a toll on me and my family. While exploring my options, it become very clear that God had a plan for me. I continued to stumble upon people that struggled with knowing what and how to put a solid financial plan together that allowed them to live life and save for their future. This became a burning need for me to do what I could to fill the gap. I believe God led me to not only to this career but to this company. A company that can hold its head high for ethical standards and values that align with mine.  I must say it has not only fulfilled my desire to serve, but it has been fun as well. Who wouldn’t love to help others find clarity so they can enjoy life in the moment and be free from worry?   

My qualifications
  • Masters of Business Administration/Management, Colorado Christian University
  • Bachelors of Psychology, University of Wyoming
  • Financial Services Certified Professional®
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Colorado
  • Wyoming

Insights

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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Eight strategies to embrace family philanthropy
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations. Find more ways to involve your family. ⬇️
Office locations
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