About Crossroad Associates

Since 1977 we have worked with a wide range of clients, including individuals, families, businesses owners, and employees of Fortune 500 corporations. Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.

Kevin Schwartz

Kevin Schwartz

CFP®, ChFC®, CLU®, FIC, RICP®, BFA™

Kevin Schwartz has more than 15 years of experience advising his clients on investments, wealth management strategies, retirement distribution strategies, and estate and charitable planning. Kevin enjoys spending time listening to and advising his many clients, but he is just as happy presenting wealth management concepts to a crowd of pre-retirees or speaking about estate and charitable giving strategies to community or church groups. Community service is important to Kevin and in recent years he has given back by serving on the Finance Committee of King of King's Lutheran, as well as held leadership positions for the local Cub Scout troop. In his free time you might find Kevin attending a Minnesota Gophers game, but he is happiest spending time at home with his wife of 16 years and their two young children. Kevin has several degrees: B.A. in marketing and B.A. in business management from the Carlson School of Management - University of Minnesota,

Title

Wealth Advisor

State(s) Licensed
FL, IN, KY, MN, ND, OH, WA, WI,
Location

Stillwater, MN

Website
https://connect.thrivent.com/kevin-schwartz
Email
kevin.schwartz@thrivent.com
Phone
651-503-1306
Kevin Schwartz

Kevin Schwartz

CFP®, ChFC®, CLU®, FIC, RICP®, BFA™

Title

Wealth Advisor

State(s) Licensed
FL, IN, KY, MN, ND, OH, WA, WI,
Website
https://connect.thrivent.com/kevin-schwartz
Email
kevin.schwartz@thrivent.com
Phone
651-503-1306
    Kevin Schwartz

    Kevin Schwartz

    CFP®, ChFC®, CLU®, FIC, RICP®, BFA™

    Title

    Wealth Advisor

    State(s) Licensed
    FL, IN, KY, MN, ND, OH, WA, WI,
    Website
    https://connect.thrivent.com/kevin-schwartz
    Email
    kevin.schwartz@thrivent.com
    Phone
    651-503-1306
      Kevin Schwartz

      Kevin Schwartz

      CFP®, ChFC®, CLU®, FIC, RICP®, BFA™

      Title

      Wealth Advisor

      State(s) Licensed
      FL, IN, KY, MN, ND, OH, WA, WI,
      Website
      https://connect.thrivent.com/kevin-schwartz
      Email
      kevin.schwartz@thrivent.com
      Phone
      651-503-1306