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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

It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
St. Vincent de Paul: Walk, Run, or Bike image
St. Vincent de Paul: Walk, Run, or BikeSep 26, 2026, 2:00 PM UTC
Heritage Pond | Rupp Hallow Road, Dubuque, IA
Please join us and support this great event proudly supported by your local Thrivent Financial Advisor, Joe Gustafson.Together we can make a difference. All proceeds from your sponsorship help our neighbors. (Including rent and utilities, food and clothing, personal items, and more.) All funds stay in the greater Dubuque area.Registration starts at 9am at Heritage PondRaces Begin at 10amLunch provided by Cremer's Mets 11-Noon
Movie at The Glen | Shrek image
Movie at The Glen | ShrekOct 11, 2026, 9:00 PM UTC - Oct 12, 2026, 12:00 AM UTC
The Glen Golf Park | 3747 Speedway Rd Madison, WI 53705
We asked for your movie requests and have answered. For the conclusion of our movie watching season, we will show Shrek.  Movies at The Glen are free for everyone. A special thank you to Jason Mascitti and Joe Gustafson of Thrivent Financial Advisors for the generous support of our movie programs. Your commitment helps make these community events possible!Bring your own blankets and lawn chairs and sit greenside on the golf course. Make sure to stop by the Thrivent table for prizes related to the theme of the movie!Yard games: 4pmMovie: ShrekShowtime: 5pm
View all events
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