Isaac Bolger
Financial Advisor
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FIC
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About Isaac BolgerInvesting in Minneapolis
I grew up in a family centered on business. From a young age, I worked in our warehouses and talked shop over the dinner table. My passion for business combined with a passion for discovering the world, which led me to work abroad for over a decade, primarily in business schools. Now, I am back in my hometown, working with young people, families, and people approaching, and in, retirement. I provide a holistic approach that aligns your goals and values with your financial plan.
In my previous career, I loved being able to advise and guide students and colleagues; this passion brought me to...
My qualifications
- Masters of Education Administration, The University of Minnesota
- Masters of Business Administration/Management, The Mediterranean School of Business
- Bachelors of History, The George Washington University
- General Securities Representative
- CA Insurance Lic. #0M79181
- Languages spoken: English, Arabic, French
My state licenses
- Colorado
- Florida
- Massachusetts
- Minnesota
- New York
- North Carolina
- South Carolina
- Texas
- 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.