Financial Advisor
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I began my journey with Thrivent in August of 2018. I was always interested in the field of financial planning, especially one that offers life insurance; I’ve experienced firsthand the power of life insurance when something unexpected happens. I’ve also experienced the difficulties associated with not having life insurance, and I want to help people protect themselves and their loved ones from this situation. Your goals might include protecting those you care most about from a loss of income should you become disabled or die prematurely. They might include increasing your savings. Or, they just plain might be starting to think about retirement. No matter what, my focus is always on YOUR goals, and I’m here to help you!
When I’m not working, I love to spend time with my family. My wife, Ann, and I were married in 1994, and we have three sons: Austin, Anthony, and Ashton. Ann and I travel to see everyone as much as possible!
- Austin and Brittany live in Green Bay and have one son, Nathan—our first grandchild!
- Anthony and Veronica are newly weds and live in in the Twin Cities.
- Ashton is in his final year at Winona State, studying Composite Engineering. He is looking forward to graduating!
I also enjoy going to church, going fishing, and being outdoors. I participate in local bass tournaments and have managed to take a few wins here and there.
I graduated from the University of Wisconsin-Eau Claire in 1993 majoring in Business Management. I went on to work in management at the Menards corporate office located in Eau Claire, Wisconsin. After 22 years of employment with Menards, I found a new life in holistic financial planning with Thrivent Financial. I have accomplished the following exams:
- Life and Health Insurance Licenses
- FINRA Series 66 Uniform Investment Advisor
- FINRA Series 7 General Securities Representative
To book a meeting, either contact my office or use one of the following links to access my calendar and reserve a time:
Book a meeting with Jason Miloszewicz in Rice Lake
Book a meeting with Jason Miloszewicz in Eau Claire
- Bachelors of Business Administration/Management, UW Eau Claire
- Fraternal Insurance Counselor
- Series 7 - General Securities Representative
- Arizona
- Colorado
- Florida
- Iowa
- Minnesota
- South Carolina
- Texas
- Wisconsin
Insights
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