Eric J Werlinger
Financial Advisor
.
ChFC®
My Story
What I love about being a financial professional is that I partner with clients to create a roadmap towards achieving their financial goals. I love to encourage clients and see the progress around important financial decisions that we all make throughout our lives. Also, I have experienced some of the challenges in life that create financial events for clients. I lost my father in law and then my father 9 years later in my twenties and thirties. In both of these difficult losses for our family, I saw how one or two financial decisions can create a positive or negative wave across a client’s...
My qualifications
- Masters of Communications Studies/Speech Communicat, Bethel University
- Bachelors of Communications Studies/Speech Communicat, Concordia College - Moorhead
- General Securities Representative
- CA Insurance Lic. #0K72450
My state licenses
- Arizona
- Colorado
- Florida
- Idaho
- Illinois
- Iowa
- Massachusetts
- Minnesota
- New Jersey
- New Mexico
- New York
- Ohio
- Pennsylvania
- Texas
- Virginia
- Washington DC
- Wisconsin
Office locations
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.