James Heath
James Heath
Financial Advisor
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Minimize Taxes. Plan with Purpose. Live your Financial Dreams.
We guide you through a process that combines tax‑smart strategies with intentional planning to help you pursue the goals that matter most.
Our goal is to assist clients in Neenah and the surrounding areas by coordinating every aspect of their financial plan so they feel confident to live out their dreams.
Regardless of where you are today, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
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My qualifications
- Bachelors of Finance, University of Wisconsin-Madison
- Investment Adviser Representative
- General Securities Representative
- Securities Industry Essentials
- CA Insurance Lic. #4466882
My state licenses
- Florida
- Michigan
- Minnesota
- Ohio
- Texas
- Wisconsin
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