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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

Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Updating your life insurance: 7 life events that may affect your coverage
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
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