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Jerry Bergquist

Advisor Image
Jerry Bergquist
Associate Financial Advisor
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BFA™
Part of the Navigated Wealth Advisors practice
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
About Jerry Bergquist
About Jerry Bergquist
  • As a financial advisor, my approach is deeply rooted in my faith and a Biblical perspective on money. I believe that financial stewardship is not merely about dollar amounts—it's about aligning our resources with our values and purpose.


  • My passion for guiding others in their financial journey is deeply personal. Having experienced firsthand how intentional choices, discipline, and a faith-based approach to money can lead to lasting peace and freedom, living debt-free with clarity. That journey gives me a deep sense of empathy and motivation to walk alongside others. I strive to truly understand each client—their values, goals, and relationship with money—and help them navigate toward wise stewardship, purpose, and financial peace.


  • Faith and community are central to my family. We’re actively involved in our local church, where my wife Kim has led small groups for moms with young children, and I’ve had the privilege of leading several Bible studies focused on financial stewardship. Teaching is something I truly love—it’s a joy to help others grow in both faith and practical wisdom.


  • When I'm not working or serving, I cherish time with my wife and our son, Jordan—especially when we're soaking up the sun on a beach in Hawaii. I often say, “I work on the mainland 50 weeks a year so I can live in Hawaii the other two.” It’s our little slice of paradise.
My qualifications
  • Bachelors of Youth Ministries, Northwest University
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Oregon
  • Washington

Insights

Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
Insight image
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk
Financial literacy for teens: 6 lessons about money management
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
Office location
Office Location
Kennewick Location
8350 W Grandridge Blvd Ste 200
Kennewick, WA 99336
Phone509-783-7050Hours
M – F: 9 a.m. – 5 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