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Cody Klawitter

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Cody Klawitter
Financial Advisor
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LUTCF®, FICF, FIC, CLTC®, CRPC™, CKA®, CRPS™, BFA™, AAMS™
Part of the Muskego Lakes Financial Advisors practice
W188s7820 Racine Ave Ste 200
Muskego, WI 53150
Tax Efficient Planning
Retirement Planning
About Me
Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can achieve your goals.
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
My qualifications
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor Fellow
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Chartered Retirement Planning Counselor™
  • Certified Kingdom Advisor®
  • Chartered Retirement Plans Specialist™
  • Behavioral Financial Advisor™
  • Accredited Asset Management Specialist™
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Kentucky
  • Minnesota
  • New York
  • North Carolina
  • Texas
  • Washington
  • Wisconsin

Insights

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Small Business Services
Small Business ServicesAccording to the Small Business and Entrepreneurial Council, 99% of all companies in the U.S. are small businesses, which is why we’re dedicated to helping ensure their success. See what solutions we offer to support you in meeting all of your small business goals. Every big business starts small, and we want to help you grow. Whatever your goals, see what solutions Thrivent Financial offers to support your small business!
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With school in full-swing, it's a great time to be thinking of your child's academic future. Let's get together and tailor a college savings plan that works for your family.
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New season, new financial goals. If you need some guidance with your financial strategy, visit my website at https://connect.thrivent.com/cody-klawitter/ and let's connect.
Office location
Muskego Location
W188s7820 Racine Ave Ste 200
Muskego, WI 53150
Phone262-679-3280 ext. 102Fax262-679-3214Hours

Monday: 9 a.m. – 4 p.m.

Tuesday – Thursday: 8 a.m. – 4 p.m.

Friday: 8 a.m. - 1 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