Drew Gerling
Wealth Advisor
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MSFS, CFP®, ChFC®, CLU®, CAP®, FIC, RICP®
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About Drew Gerling
I became a Wealth Advisor at Thrivent Financial because I wanted the challenge of helping people be wise with their money and achieve their goals all while working at a company that exists solely for the benefit of its members. I thoroughly enjoy the journey that I take with my clients as we sit down and evaluate their current financial situation, understand their goals and figure out how we are going to get there, wisely, together. For over two decades at Thrivent I have prided myself on continuing my professional education to ensure that I can be the best resource for my clients and guide...
My qualifications
- General Securities Representative
- Agent
- CA Insurance Lic. #4276598
My state licenses
- Arizona
- Florida
- Iowa
- Louisiana
- Maryland
- Minnesota
- Montana
- Nevada
- New Jersey
- New Mexico
- North Carolina
- Oklahoma
- South Dakota
- Tennessee
- Texas
- Utah
- Virginia
- 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.