James Smith
Associate
.
RICP®, CLTC®
About Jim Smith
If you are thinking about retirement, in retirement or have questions about retirement; this is why I work for Thrivent. As the oldest of eight kids, money was always constrained, and my parent’s struggled mightily through most of their life. Through their love, support, and farm work ethic, I was able to go to college. Like many of today’s college graduates, I was in debt, spending more than I should and a newlywed with a baby on the way. I was adulting before it became fashionable!
Using my local library, I read everything I could about personal finance, including budgeting,...
My qualifications
- Bachelors of Biology, Coe College
- Masters of Business Administration/Management, University of Iowa
- General Securities Representative
- CA Insurance Lic. #4003460
My state licenses
- Alabama
- Florida
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Missouri
- North Carolina
- Ohio
- Texas
- Washington
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
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