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Brendan Rorem

Advisor Image
Brendan Rorem
Financial Consultant
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ChFC®, FIC, RICP®, CLTC®
Higher Education Planning
Charitable Giving /Philanthropy
Farmers
Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
About Brendan Rorem
About Brendan Rorem

With more than two decades of experience as a Financial Consultant with Thrivent, I’ve had the privilege of being part of a select group of top-performing representatives who have completed advanced education and training. Prior to joining Thrivent, I worked as an executive focused on business development within music, media, and technology companies.


My wife, Kelly, and I met at Pacific Lutheran and have been married for over 35 years. We’ve raised our three daughters—Katie, Alison, and Annelise—on Mercer Island and enjoyed supporting them through their time at both the University of Washington and Washington State University. (As a "Lute", aka PLU graduate, I cheer for both—and claim Apple Cup neutrality.)


Our family moved to Mercer Island from Minnesota and has remained deeply rooted in the community. We’ve been actively involved in our church, served on non-profit boards, and value time spent at local events, sporting activities, and with extended family across Washington State.

 

Giving back to our communityEducation and Accomplishments
Education and Accomplishments
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • B.A. Pacific Lutheran University


  • ChFC® Designation, Chartered Financial Consultant, American College
  • RICP® Designation, Retirement Income Certified Professional, American College
  • CLTC® Designation, Certified in Long Term Care, CLTC Board of Standards, Inc
  • Kingdom Advisors Core Training in biblically wise advice
  • Voices in Philanthropy (VIP) Recipient (2021)
  • Divisional Volunteer of The Year Nominee (2014)
  • Golden Hammer Award - Regional Volunteer of Year Award (2007-08)
My qualifications
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0E76706)
  • Colorado
  • Connecticut
  • Idaho
  • Illinois
  • Minnesota
  • Montana
  • New Hampshire
  • Oregon
  • Texas
  • Washington
  • Wisconsin

Insights

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Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF
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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Purposeful Legacy with John Busacker | Live in Coeur d'Alene image
Purposeful Legacy with John Busacker | Live in Coeur d'AleneOct 27, 2026, 6:30 PM UTC - Oct 27, 2026, 8:00 PM UTC
The Coeur d'Alene Resort 115 South 2nd Street Coeur d'Alene, ID 83814
Examine how your story has shaped your values and motivations. Then design and communicate your legacy with future generations.If you are thinking about how to share your values and valuables with future generations, this event is for you. At Purposeful Legacy, you will examine your story to understand how it has shaped your values and motivations, as well as learn a framework for designing and communicating your plans for values and valuables.No products will be sold.John Busacker is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by John Busacker are their own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for additional disclosures.
Purposeful Legacy with John Busacker | Live in Spokane image
Purposeful Legacy with John Busacker | Live in SpokaneOct 28, 2026, 1:00 AM UTC - Oct 28, 2026, 3:30 AM UTC
Davenport Grand Hotel 333 West Spokane Falls Boulevard Spokane, WA 99201
John Busacker will discuss how to share your values and valuables with future generations. With inspiring stories, practical strategies and spirited dialogue, workshop creator/facilitator John Busacker will guide participants to:Examine their story and how it shapes their values and motivations. ​Experience an innovative framework for purposefully designing and communicating their financial desires with those affected (children, grandchildren, heirs, organizations).​Learn creative and inspiring insights for strengthening multigenerational relationships.​Seek out additional Thrivent resources for tangible next steps in retirement, charitable, estate, and/or end of life planning. No products will be sold.John Busacker is not affiliated with or endorsed by Thrivent. The views expressed in this presentation are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.
View all events
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