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Jeremy B Moe

Advisor Image
Jeremy B Moe
Financial Consultant
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FIC, RICP®, CLTC®
Part of the Dakota Valley Associates practice
About Jeremy Moe

I joined Thrivent in 2009 and the Dakota Valley Associates team in 2015. My areas of expertise include life insurance, retirement planning, asset management, and education funding strategies. The financial guidance I provide will be designed exclusively for you to enable you to make wise financial decisions while living generously. I live in Lakeville with my three children. I am a member of River Valley Church. I enjoy keeping active with my children's activities and volunteering in the community.

Living Generously in the Eagan Community
Living Generously in the Eagan Community
  • 360 Communities
  • Toys 4 Military Kids
  • Eastview Community Foundation
  • DanO Fund
  • Moms & Neighbors
  • River Valley Church Member
Education & Accomplishments
  • M.S., University of Wisconsin, LaCrosse
  • B.S., Moorhead State University
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #13057464)
  • Connecticut
  • Florida
  • Hawaii
  • Iowa
  • Maine
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • North Carolina
  • North Dakota
  • Pennsylvania
  • Tennessee
  • Texas
  • Washington
  • Wisconsin

Insights

Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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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.
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Your income is often your most valuable asset. Are you doing enough to protect it? Let’s have a conversation about your disability insurance coverage. Together, we can explore:​ ​ ➡️ How much coverage is appropriate for your unique financial situation.​ ➡️ If a supplemental policy in addition to your employer-provided coverage could benefit you.​ ➡️ What life events could impact your future coverage needs.​ ​ Feel free to reach out when you’re ready to chat.​ See thrivent.com/social for important disclosures.
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