Jerry Sunde
Jerry Sunde
Wealth Advisor
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MBA, CFP®, FIC, CIMA®, BFA™
Confidence & Clarity!
Welcome! My goal as a CERTIFIED FINANCIAL PLANNER®, professional is to equip you with the confidence & clarity you need to work towards your goals. I specialize in Wealth & Investment Management, Retirement Planning, Estate & Legacy Planning and Insurance Planning.
My comprehensive approach will help align your finances with your goals, values, and priorities. Whether that's making the most of your retirement, and/or efficiently leaving assets to people and organizations you care about the most, my focus is to provide a customized plan and strategy by...
My qualifications
- Bachelors of Finance, University of St. Thomas
- Masters of Business Administration/Management, University of St. Thomas, Opus College of Business
- Securities Industry Essentials
- General Securities Representative
- CA Insurance Lic. #4126930
My state licenses
- Arizona
- Florida
- Illinois
- Iowa
- Kentucky
- Minnesota
- Missouri
- Montana
- Nebraska
- Nevada
- North Carolina
- Texas
- Wisconsin
Office location
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.