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Brett E Koopman

Advisor Image
Brett E Koopman
Financial Consultant
.
MBA, CAP®, FIC, RICP®
Part of the Breakwater Associates practice
Charitable Giving /Philanthropy
About Brett Koopman
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
  • Masters in Business Administration
  • Chartered Advisor in Philanthropy®
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0H88067)
  • Colorado
  • Florida
  • Georgia
  • Indiana
  • Iowa
  • Minnesota
  • Washington
  • Wisconsin

Insights

Insight image
If you’re struggling to reconcile stock market highs with concerns about the rising cost of living, check out this short clip with Thrivent’s Chief Financial & Investment Officer David Royal: https://bit.ly/3ReRHnO
August 2026 Market Update: Strong economy, higher yields
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
How to know if you're saving enough for retirement
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
Office location
Golden Valley Location
701 Xenia Ave S Ste 550
Golden Valley, MN 55416
Phone763-746-3137Fax763-595-9424Hours
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