Log in
Log in
Skip to main content
Advisor Image

Gregory C Roe

Advisor Image
Gregory C Roe
Financial Advisor
.
ChFC®, CLU®, RICP®
217 Plum St Ste 110
Red Wing, MN 55066
About Gregory Roe
If you are preparing for the retirement you’ve dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, desires and budget, I can help you develop a spectrum of financial solutions – including retirement income accumulation and distribution – which may include investments, insurance or annuities.
We can also work together with accountants, and estate planning attorneys, to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.
I live in Red Wing with my wife, Pam, and our three kids, Emma, Allison and Adam. In my free time I enjoy attending my kids’ sporting events, traveling, coaching the Red Wing Wingers Football team and spending time with our church community.
Education & Accomplishments
  • Winona High School, Winona, MN
  • FIC- Fraternal Insurance Counselor
  • RICP- Retired Income Certified Professional
  • FINRA 66
  • FINRA 7
  • Luther College, Decorah, IA (Accounting, Economics)
  • CLU, ChFC, RICP
My qualifications
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Retirement Income Certified Professional®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arkansas(Insurance Lic. #1507915)
  • California(Insurance Lic. #4205560)
  • Florida
  • Iowa
  • Minnesota
  • Oregon
  • South Carolina
  • South Dakota
  • Texas
  • Wisconsin

Insights

View all 
Insight image
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals. Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
Maximizing Social Security for married couples: How it works & spousal strategies to consider
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
View more
How to handle market volatility
How to handle market volatilityWhatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.
View more
Office location
Office Location
Red Wing Location
217 Plum St Ste 110
Red Wing, MN 55066
Phone651-385-0155Fax651-385-0155Hours

M – Th: 9 a.m. – 3:30 p.m.


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