Skip to main content
Advisor Image

Jim Yanez

Advisor Image
Jim Yanez
Financial Associate
.
FIC, BFA™
Tax Efficient Planning
Young Families
Retirement Planning
Why I'm here
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Economics, Texas Tech University
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Florida
  • Illinois
  • Iowa
  • Kansas
  • Kentucky
  • Missouri
  • Nebraska
  • North Carolina
  • Pennsylvania
  • South Dakota
  • Texas

Insights

Insight image
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
Insight image
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
Insight image
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk
Office location
Independence Location
19310 E 50th Ter S Suite E
Independence, MO 64055
Phone816-894-5803Hours

M: 10 AM - 3 PM; 7 PM Virtual Only

T: 8 AM - 4 PM; 7 PM Virtual Only

W: 12 PM - 4 PM Virtual Only

R: 8 AM - 4 PM; 7 PM Virtual Only

F: 10 AM - 4 PM; 7 PM Virtual Only

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