Casey St. Henry
Casey St. Henry
Financial Consultant
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FIC, BFA™, CEPA®
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About Casey
As a Financial Consultant and Certified Exit Planning Advisor (CEPA®, FIC, and BFA™), I am licensed in AZ, CO, CT, DE, FL, IN, MI, NJ, OH, SC, SD, and WI.
At Thrivent, I specialize in retirement planning and wealth strategy, working with established business owners and mid-career corporate professionals across various industries who want to develop good financial habits as their lives evolve.
My background is in the outdoor industry, having managed an outdoor store...
My qualifications
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- Investment Adviser Representative
- Agent
My state licenses
- Arizona
- Colorado
- Connecticut
- Delaware
- Florida
- Illinois
- Indiana
- Michigan
- New Jersey
- Ohio
- South Carolina
- South Dakota
- Wisconsin
Office location
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
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