Jaclyn Ellerbee
Jaclyn Ellerbee
Financial Advisor
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FIC, RICP®, BFA™
About MeAbout Me
Whether you are preparing for or are in retirement, interested in one of our insurance or investment products, or seeking in-depth planning, it's important to have financial guidance. I am passionate about providing that guidance to my clients throughout the various stages of life. I will listen to what is important to you, help you make decisions that are best for you and your family, and build a plan that leaves you more confident in your future.
I meet clients in Chaska and throughout the Sacramento area including Auburn, Roseville, Sacramento and Elk Grove. We can...
My qualifications
- Associates of Administrative Assistant-Secretarial, Minnesota State University
- General Securities Representative
- CA Insurance Lic. #0M30610
My state licenses
- Arizona
- Florida
- Minnesota
- Oregon
- Texas
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
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