Financial Consultant
.Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Jerron has been serving clients as a Financial Consultant with Thrivent since 2021. He began his career in Fargo, North Dakota, after earning his degree in Finance from Minnesota State University Moorhead (MSUM). Inspired by his grandparents—who were always looking for ways to support those around them—Jerron developed a deep passion for helping others. Today, he carries that legacy forward by guiding families toward stronger, more confident financial futures.
Jerron continues to choose Thrivent because its mission and values align with his own. As a membership-owned organization—not driven by Wall Street—Thrivent empowers its clients to make financial decisions rooted in purpose and faith.
He currently lives in Otsego, Minnesota, with his wife Carly, a pharmacy resident at Children’s of Minneapolis, and their Aussie Doodle puppy, Hazel. Outside of work, Jerron enjoys tackling home improvement projects, spending time with friends and family, and golfing.
Education & Accomplishments
Jerron is committed to continuous learning and professional development to better serve his clients. His dedication to staying informed and credentialed in the financial services industry is reflected in the following accomplishments:
- Bachelor’s degree in finance – Minnesota State University Moorhead (MSUM)
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Uniform Securities Agent State Law Exam
- FINRA Series 65 – Uniform Investment Adviser Law Exam
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor (FIC)
- Behavioral Financial Advisor (BFA™)
Jerron supports the following charities and organizations.
Action teams:
One of the unique benefits of being a Thrivent member is the ability to support causes and families you care about—without needing to worry about the initial seed funding. Whether it’s organizing a pack-a-backpack drive for a local school district or making blankets for a homeless shelter, Thrivent provides tools and resources that help members turn compassion into action. Thrivent Action Teams | Thrivent
- Bachelors of Finance, Minnesota State University Moorhead
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Series 65 - Investment Adviser Representative
- Securities Industry Essentials
- Arizona
- Colorado
- Florida
- Minnesota
- Missouri
- North Dakota
- South Dakota
- Washington
- Wisconsin
Insights
Office location
Otsego Location
9010 Quantrelle Ave Suite 102
Otsego, MN 55330
Phone763-633-5300HoursOtsego, MN 55330
M – F: By Appointment only
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.
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.