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Joe Gustafson

Advisor Image
Joe Gustafson
Financial Advisor
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Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About Joseph Gustafson
About Joseph Gustafson

My career has been connecting people with tools to help them live their best lives. For 30 years, I worked as a chef and food service manager to create food that brings people together. I would teach others to use creativity to bring happiness to people with color and flavors. Food and finance go together because you need both to survive, and they can both grow to bring enjoyment to people’s lives. I joined Thrivent to continue my work in helping people create a better future for themselves, their families, and their communities.


My personal and professional background— I grew up in the restaurant industry traveling around the world learning all front and back of the house positions. I keep my Certified Executive Chef certification up to date. My father passed at age 13 and I worked full-time to support my family. At 17, I joined an adult stock investment club to learn about stocks. It has always been a passion of mine. I learned from life experiences and as a Scout leader to always “be prepared.” I enjoy sharing my experiences, so others can learn and empower people to make decisions with courage and confidence. I enjoy working with families with children as I have, to gain financial clarity.


I have lived in Southwest WI for over 12 years. I enjoy the beauty and differences of the tri-state area. In my free time, I enjoy DYI projects, cooking, mechanics, car shows/races, and camping. I love anything outdoors. I teach young adults life skills through scouting, fundraising, and hands-on activities. 


Client-Centered Services

I meet clients in many different places in the tri-state area to keep appointments convenient. In our first meeting, we can be conversational or action oriented. It is up to you! I commit to make every interaction comfortable, positive, and a valuable use of your time. Once learning your goals and concerns, we spend some time gathering information needed to analyze your situation so I can make some recommendations. How and what you implement is up to you. I am here to help advance your goals and create options to improve your financial picture. 

Education & Credentials
  •  FINRA Series 7 General Securities Representative
  •  FINRA Series 66 Uniform Combined State Law
  •  Life and Health Insurance Licenses
  •  AAS Business Management
My qualifications
  • Associates of Culinary Arts, College of Lake County
  • Associates of Business Management, College of Lake County
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Georgia
  • Illinois
  • Iowa
  • Tennessee
  • Texas
  • Wisconsin

Insights

How qualified charitable distributions (QCDs) work: Rules, pros & cons
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Donor-advised funds: Helping you help others
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you. ⬇️
Office location
Platteville Location
147 Keystone Parkway Suite 113
Platteville, WI 53818
Phone608-778-6989Hours
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