Apex Financial Group started in 2008 as Thrivent’s West Shore Team in Manitowoc, Wisconsin. Over time, our practice has grown to include a fully integrated team of financial professionals who utilize each other’s talents in multiple branch locations and departments to provide clients with the personalized, comprehensive service they deserve.
At Apex Financial Group, we focus on the quality of our relationships—not the quantity. We are here to help you define, protect and make the most of all you’ve been given while honoring your faith, family and community values.
Apex Financial Group started in 2008 as Thrivent’s West Shore Team in Manitowoc, Wisconsin. Over time, our practice has grown to include a fully integrated team of financial professionals who utilize each other’s talents in multiple branch locations and departments to provide clients with the personalized, comprehensive service they deserve.
At Apex Financial Group, we focus on the quality of our relationships—not the quantity. We are here to help you define, protect and make the most of all you’ve been given while honoring your faith, family and community values.
Our story
In 2008, a group of financial advisors in Manitowoc, Wisconsin, formed Thrivent’s West Shore Team. It was renamed Apex Financial Group in 2019 when Troy Keesling, Gary Keesling, Tim Lukasek, Ryan Paape and Cam Seidl came together with a vision to better serve clients and the community by utilizing each other’s God-given talents.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
Our solutions
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-10-01T05:00:00
Dr. Gary Chapman: The 5 Languages of Appreciation in the Workplace
Do you want to learn how to improve workplace relationships? Join Dr. Gary Chapman where he will teach you to effectively communicate authentic appreciation and encouragement to employees, co-workers, and leaders. Learn tools to improve staff morale, create a more positive workplace and increase staff engagement.
No products will be sold. For additional disclosures see thrivent.com/social.
2024-10-22T16:30:00
Economic Update
How are the markets affecting your financial strategy?
See the latest economic trends and gain useful market insights.
Attend this Economic Update to learn Thrivent’s perspective on the markets and economy. If you’re concerned about market fluctuations, interest rates and economic uncertainty, don’t miss this opportunity to help you invest with greater confidence.
This workshop is hosted by Apex Financial Group and presented by Blaine Gundershaug, a Regional Investment Consultant with Thrivent Asset Management. Lunch will be served at Pullman's. Pre-registration is required. Seats are limited. RSVP by Oct 8. Any questions please call 920-320-1907. Hope to see you there!
No products will be sold.
Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
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. Thrivent.com/disclosures.
If requested, a licensed insurance agent/producer may contact you. See thrivent.com/social for important disclosures.
2024-10-29T17:00:00
Maximizing Social Security
When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits."
Mary Beth Franklin has built her career educating pre-retirees on important concepts that can enhance their retirement. During her presentation, she will discuss keys that married couples and divorced individuals should understand, as well as the difference between Social Security retirement and survivor benefits. Attendees will learn the pros and cons of delaying benefits until full retirement age or later, and also valid reasons for claiming early.
Register to attend the event or indicate you'd like to receive a recording. TWO OPTIONS ARE AVAILABLE: 10/29 at Noon or 8:30 PM
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social.
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News and insights
Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social
Office information
Address:
4321 N Ballard RdAppleton, WI 54919
Operating Hours:
Mon–Thurs: 9 a.m. to 5 p.m., Fri: 9 a.m. to 3 p.m.
Office directions: Turn into parking lot #1 (east side of building), veering toward the adjacent parking lot to your left. There are reserved spots facing the windows on the east side of the building you are welcome to use. Please note we share offices with the Great Lakes Advisory Group, so their signage is on the door. When you enter the first glass doors, the door to enter Apex Financial Group will be on your immediate left.
Operating Hours:
Mon–Thurs: 9 a.m. to 5 p.m., Fri: 9 a.m. to 3 p.m.
Phone:
920-933-1320Operating Hours:
Mon–Thurs: 8:30 a.m. to 5 p.m., Fri: 8:30 a.m. to 3 p.m.
Address:
1511 S 12th StSheboygan, WI 53081
Operating Hours:
Mon–Thurs: 9 a.m. to 5 p.m., Fri: 9 a.m. to 3 p.m.
Phone:
262-546-0600Operating Hours:
Mon–Thurs: 9 a.m. to 5 p.m., Fri: By appointment
Address:
40 W 6th AveOshkosh, WI 54902
Phone:
920-479-2667Operating Hours:
Mon–Thurs: 8:30 a.m. to 5 p.m., Fri: 8:30 a.m. to 3 p.m.