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James Lambert

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James Lambert
Financial Advisor
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Financial Guidance Rooted in Relationships
Financial Guidance Rooted in Relationships


I’ve spent much of my career working with people from all walks of life, from skilled tradespeople to business owners. Along the way, I learned that working hard for your money and knowing how to make the most of it are two very different things. That understanding is a big part of why I became a financial advisor.


I believe good financial guidance begins with listening. Understanding your life, your priorities, and the questions that matter to you comes before discussing investments, retirement strategies, or financial products.


My Christian faith shapes how I view money—not simply as something to accumulate, but as a resource to manage wisely, use generously, and put toward the people and purposes that matter most.


I’m grateful to serve individuals and families here in Cannon Falls and the surrounding communities, helping them better understand their financial decisions and align their resources with the lives they’re working so hard to build.

How Can I Help?

Planning for Life

As a husband and father, I understand how much goes into building a life and caring for the people we love. Together, we’ll look at the big picture—your family, finances, goals, and dreams—and develop a thoughtful path forward, with regular conversations to make sure we’re staying on track as life changes.


Navigating Retirement

The years surrounding retirement bring important decisions. Whether you’re approaching retirement or already enjoying it, I’ll help you navigate the transition, explore income and investment strategies, and make thoughtful decisions about the years ahead.


Investment Management

Whether you’re just getting started or have an established portfolio, I enjoy helping people explore their investment options, develop strategies that fit their goals, and make informed decisions about managing their money.


Protecting What Matters

Life doesn’t always go according to plan. Together, we’ll look at the protection you already have, consider where there may be gaps, and explore whether additional coverage makes sense for you and your family.

A Little About Me
A Little About Me

My wife, Monica, and I have four children. My faith and family are central to my life, and I’m grateful to be part of the Cannon Falls community.


Outside the office, you might find me playing trombone with the Cannon Valley ensemble, participating in a local event, or simply enjoying a conversation with someone around town.

Let’s Get Together
Let’s Get Together

Whether you have a specific financial question or simply want to take a closer look at where things stand, I’d welcome the opportunity to sit down and talk.


Stop by my office here in Cannon Falls. I’d enjoy getting to know you.

My qualifications
  • Bachelors of Business Administration/Management, Western Governors University
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4553775)
  • Colorado
  • Minnesota
  • Oklahoma
  • Texas
  • Wisconsin

Insights

Should you get life insurance in your 20s? 5 reasons to consider it
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​
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Now that you know what a financial plan is, the next step is creating one that's tailored to you. Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future. Let's get started. See thrivent.com/social for important disclosures.
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Relationships are at the heart of every successful financial practice. If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own. Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
Office location
Cannon Falls Location
119 4th Street North, suite 3
Cannon Falls, MN 55009
Phone210-279-0241Hours

Monday: 9 a.m. - 12 p.m. & 1 p.m. - 5 p.m.

Tuesday: 1 p.m. - 5 p.m.

Wednesday: 9 a.m. - 12 p.m. & 1 p.m. - 5 p.m.

Thursday: By appointment only

Friday: 9 a.m. - 12 p.m. & 1 p.m. - 5 p.m.

Saturday: By appointment only

Sunday: Closed

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