About Cody Klawitter, Financial Advisor in Muskego, WI | Thrivent

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About Cody Klawitter

For me, being a Financial Advisor is all about taking people from where they are and helping them get to where they want to be. After 21 years in the industry, I’ve learned that it really is all about making a connection and taking the time to understand the needs and goals of my members. Together, we'll find answers to the questions, "How much life insurance do I need?", "How much do I need to retire?", and "Can we really afford to help the kids through college?" I strive to do what is best for my clients in all cases, providing strong financial guidance and working with them to determine how best to get them to their dreams. I am a lifelong resident of the Greater Milwaukee Area and have spent my entire career as a Thrivent financial professional. I am the husband of Julie, and father of Kallie, Brady, and Nolan. In my free time, you can find me at one of my daughter’s dance recitals, home with family, friends, and neighbors, or on the nearest golf course.

Education & Accomplishments

University of Wisconsin - Whitewater
Life and Health Insurance Licenses
FINRA Series 66
FINRA Series 7
LUTCF® - Life Underwriter Training Council Fellow
FICF - Fraternal Insurance Counselor Fellow
FIC - Fraternal Insurance Counselor
CLTC® - Certification in Long-Term Care
CRPC® - Chartered Retirement Planning Counselor
CKA® - Certified Kingdom Advisor
CRPS® - Chartered Retirement Plans Specialist
BFA™ - Behavioral Financial Advisor
AAMS® - Accredited Asset Management Specialist

Meet My Team

Muskego Lakes Financial Advisors

Muskego Lakes Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/muskego-lakes-financial-advisors

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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Designations

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