About Jesse Heikkinen

I provide personalized financial guidance primarily to young working professionals, as well as folks nearing retirement. Through our individualized process, you can get on the right path to not only get UP the mountain of retirement, but down it as well. My vision is that through common faith and trust, we can plan a future that utilizes money as a tool — all the while creating room for generosity to serve our communities.

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life & Health Insurance Licenses
Bachelor's Degree from Michigan State University
Nonprofit Studies Graduate Certificate from the University of Richmond
2017 MLB Draft Selection

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations