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Bridget Summers

Advisor Image
Bridget Summers
Financial Advisor
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Part of the Clarity Wealth Group practice
About Bridget Summers

For as long as I can remember, I have been interested in finances and numbers. As far back as elementary school, I competed in the Math Olympics because solving math problems sounded fun. Fast forward to today, and I've found a career that combines my interest in finance with my passion for helping people. I love the idea of helping people gain clarity with their finances so that they can be freed up to follow their passions and live out their dreams.


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.


Outside of work, I am a wife and mom of 3 kids. I enjoy anything outdoors: hiking, camping, snowboarding, mountain biking, and simple walks down by the creek. I love to read a good fiction book and making family scrapbooks. Spending time with my family and friends brings me joy.


I'd love to meet you and hear more about your journey and how I can come alongside you.

My qualifications
  • Bachelors of Human Development, Lee University
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4555559)
  • Colorado
  • Georgia
  • Idaho
  • Indiana
  • Michigan
  • Minnesota
  • North Dakota
  • Ohio
  • Oklahoma
  • Tennessee
  • Texas
  • Virginia

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
Lakewood Location
445 Union Blvd., ste 105
Lakewood, CO 80228
Phone720-821-5822Hours
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