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Jason L Moehring

Advisor Image
Jason L Moehring
Wealth Advisor
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CFP®, CAP®, LUTCF®, FIC, BFA™
Part of the Sixty Five Lakes Financial Consultants practice
Tax Efficient Planning
Young Families
Retirement Planning
About Jason Moehring
About Jason Moehring


Helping people reach their hopes and dreams is at the center of everything I do. With a strong foundation in financial expertise and years of hands-on experience, I'm committed to clearing a path toward greater clarity, confidence, and possibility.

I'm a man of faith, positivity, and optimism. My wife, Karen, and I were fortunate to raise two incredible children who have grown into remarkable adults. I'm mission minded at my core and always seeking way to make a meaningful impact - whether in my local community or around this amazing world.


Expertise Matters


As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.

Community Involvement
Community Involvement
  • Casas por Cristo home building team leader
  • Fishing for Life and Wounded Warrior Project
  • Feed My Starving Children volunteer
  • Supporter of YMCA of the North
  • Local & International Habitat for Humanity volunteer
  • Our Saviour's Lutheran Church volunteer
  • American Red Cross
  • Support NACE-North Anoka County Emergency food shelf
Meet My Team
Meet My Team

Julienne Entinger

Julienne brings years of business management, sales, and customer service experience to our team. Her knowledge, energy, and enthusiasm are all welcomed and appreciated. She makes her home with her husband and two boys locally. When not at work she can usually be found at one of her son's basketball games.


Title

Financial Advisor


Phone

763-862-2885

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Karen Moehring

Karen leads business planning and events for our office. She likes spending time outside camping, running, and in nature. She is also a disaster volunteer and blood donor with the American Red Cross.


Title

Member Engagement & Community Director


Phone

763-862-2885

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Ashlee Smith

Ashlee's expertise and experience is broad; as she managed her own insurance practice before she moved to Minnesota. Her friendly tone and knowledge help the office run smoothly. She holds an insurance license in life and health.

When not working she enjoys spending time with family, playing basketball, and taking her dog "Ollie" to the dog park.


Title

Insurance Support Associate


Phone

763-862-2885

My qualifications
  • Bachelors of Business Administration/Management, Bemidji State University
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Advisor in Philanthropy®
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Idaho
  • Illinois
  • Iowa
  • Kansas
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nevada
  • New Jersey
  • North Carolina
  • North Dakota
  • Oklahoma
  • Texas
  • Utah
  • Wisconsin

Insights

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact us today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
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Meet our summer intern, Ben Lewis! Ben is a senior at Colby College in Waterville, Maine, where he studies economics and financial markets along with physics. He also competes as a Division I Nordic skier. Ben is working alongside the Thrivent-Blaine team, gaining hands-on experience. Outside of the office, you’ll find him Nordic ski training or at the Oglivie Racetrack competing in Midwest Modified car races on a dirt track. We’re excited to have him part of the team this summer!
Office location
Blaine Location
11990 Aberdeen St NE Ste 4
Blaine, MN 55449
Phone763-862-2885Fax763-862-4903Hours

M – F: 9:00 a.m. – 5:00 p.m.

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.