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News and Insights

Our July Newsletter is Here! 🗞️ We’ve packed this edition with all the summer highlights you won’t want to miss: Team Member Spotlight – Meet some of the new faces around our office! Recipe Swap – Got a summer favorite? We’d love to feature yours next! Pet Spotlight – Send us a photo of your furry friend to be featured in our next edition! Christmas in July – Don’t miss the fun happening this week at the Menomonee Falls Farmers Market! Click the link to read the full newsletter and get caught up on all things Gateway: https://www.thrivent.com/gateway-associates-newsletter

🎄 That’s a wrap on our 5th Annual Christmas in July Food Drive — and WOW, you all showed up in a big way! 📦 276 food items donated 💸 $4,020 raised that will help families right in our community to overcome food insecurity. From the bottom of our hearts — thank you. Your generosity continues to make this tradition more impactful every year. ❤️ We can’t wait to see you next summer for our 6th Annual Christmas in July!

🌱 We’re growing at Gateway Associates We’re on the hunt for a Client Relationship Manager who can help us achieve more! What does this mean? As part of our advisor team, you will: Participate in client meetings alongside Advisors Send follow-up emails from meetings and recommendations Be the go-to contact for clients between meetings. Always ready to answer their questions and help them get things done! If you’re looking for a place where you’ll be supported, trusted, and given the tools to thrive, you might have just found your next role. 📲 Click the link or scan the QR code to apply. https://www.linkedin.com/jobs/view/4273299526 💬 Not the right fit for you? Please share this post with someone who’d love to join our TEAM! #NowHiring, #CareerOpportunity #FinancialServices, #ClientExperience

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 financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

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. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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