Isaac Bolger, in Golden Valley MN

Isaac Bolger

Financial Advisor

FIC

Part of the Voyageur Consultants practice

701 Xenia Avenue South Suite 550
Golden Valley, MN 55416

About Isaac Bolger

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 Thrivent.

I am married with one young son, who attends local school in the East Isles neighborhood. My wife is an immigrant from Tunisia, and we celebrate our diverse background in our family. My personal background has led to involvement with immigrant communities in Minneapolis. I also enjoy reading nonfiction, hiking and international cuisine.

Investing in Minneapolis

LGBTQ+ Community
Mentoring
Thrivent Action Teams
ESL Education

Education & Accomplishments

Executive Master of Business Administration
Master of Arts, The University of Minnesota
Bachelor of Arts, The George Washington University
Life & Health Insurance Licenses
FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative

My qualifications

Masters of Education Administration, The University of Minnesota
High School Graduate or Equivalent, Breck School
Masters of Business Administration/Management, The Mediterranean School of Business
Bachelors of History, The George Washington University
Fraternal Insurance Counselor
Series 7 - General Securities Representative
Languages spoken: English, Arabic, French

Thrivent product and services may only be available in English.

My state licenses

California(Insurance Lic. #0M79181)
Colorado
Connecticut
Florida
Illinois
Massachusetts
Minnesota
New York
North Carolina
Pennsylvania
South Carolina
Texas
Virginia
Wisconsin

Insights

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Thrivent Named One of the World's Most Ethical Companies® by Ethisphere for the 8th TimeProud to serve Thrivent members as a part of an organization that has been named one of the World’s Most Ethical Companies for the eighth year in a row:

New Bundle of Joy? How to Invest for Your Baby’s FutureIt’s never too early to begin investing for your child’s future. Read our steps to help with near and long term goals.

4 Reasons mutual funds may work for youAbout 100 million Americans invest in mutual funds, are they a good fit for you? Let’s chat! (Source: Investment Company Institute Fact Book, 2018)

Office location

Golden Valley Location

701 Xenia Avenue South Suite 550
Golden Valley, MN 55416

Phone612-601-3730Hours

M – F: 9 a.m. – 5 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