Jim Wegener
CFP®, CLU®, RICP®, CLTC®, CKA®
Financial guidance focused on your goals and values.
State(s) Licensed: AL, AZ, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, NJ, OH, OR, TN, TX, VA, WA, WI
2466 E. Kimberly Rd.
Davenport, IA 52807
Financial guidance focused on your goals and values.
State(s) Licensed: AL, AZ, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, NJ, OH, OR, TN, TX, VA, WA, WI
Providing the Quad Cities with Financial Guidance
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of: • Investment management • Retirement income planning • Protecting loved ones against the impact of extended care, death, and disability • Charitable giving • College planning • Estate planning My office is centrally located to help service people in the surrounding areas of: The Quad Cities. Please call 563-508-7412 or email jim.wegener@thrivent.com to set up an appointment today!
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Location
Davenport Office
- Phone:
- 563-355-4465
Hours
M – F: 8 a.m. – 4 p.m.