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Jeremy B Moe

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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
  • Iowa
  • Maine
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • North Carolina
  • North Dakota
  • Pennsylvania
  • Tennessee
  • Texas
  • Washington
  • Wisconsin

Insights

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A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V Let's chat about all the retirement plan options available to you and find the one that best meets your needs.
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Experience a big life change recently?​ Important milestones could merit revisiting your life insurance coverage amount and type.​ Let's have a conversation about whether your current coverage is keeping up with your lifestyle.​ See thrivent.com/social for important disclosures.​
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Future you is giving you a high five.​ Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.​ Let's make life insurance make sense for your finances now and in the future.​ 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