Casey St. Henry
Casey St. Henry
Financial Consultant
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FIC, BFA™, CEPA®
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About Casey St Henry
My wife Katie and I, along with our twin boys Myles & Calvin, live in Sturgeon Bay, WI. When not at work, we can usually be found skiing, mountain biking, and just being outdoors in general. I like like to think of myself as a dirt bag who wears nice clothes to work :)
From a job standpoint, I come from a background in the outdoor industry, having managed an outdoor store (kayak/xc ski specialty) for several years prior to joining Thrivent, and I especially enjoy serving business owners in the outdoor industry as well as outdoor enthusiasts from all walks of life.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.