Financial Associate
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About Dylan
Dylan Rose emphasizes the importance of providing comprehensive and holistic planning for individuals seeking a sound financial future. Raised outside of Portland, IN on the family farm so he knows the ins and outs of farming finances (input cost). Dylan attended Jay County High school, where he graduated from in 2016. He went on to earn a bachelor’s degree in agriculture business from Write State University in 2019.
Family
In his free time, Dylan relishes working outside and “fishing” not always catching. He devotes himself as a proud son, brother, and uncle. Aside from Dylan’s professional endeavors, he enjoys spending time with family, friends, and church community.
Giving Back
Generosity is defined by how you live; Dylan is a volunteer and supporter of several organizations and causes:
- Holy Trinity Church Youth Director & Choir Member
- The Jay County Pregnancy Care Center
- Focus Missionaries
- Bachelors of Agricultural Business and Management, Wright State University
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Indiana
- North Carolina
- Ohio
- South Carolina
Insights
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
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