Jonathan D Leonard, in Waupun WI

Jonathan D Leonard

Financial Associate

FIC

Part of the Shoreline Group practice

407 E Main St
Waupun, WI 53963

About Jonathan Leonard

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Giving Back To Our Waupun Community

President, REACH — Bringing poverty awareness and relief to the community.

Education & Accomplishments

University Wisconsin - Green Bay — Bachelor of Science, business, management, marketing and related support services.

My qualifications

Fraternal Insurance Counselor
Series 6 - Investment Company Products and Variable Contracts Limited Representative
Series 63 - Licensed Securities Agent
Series 65 - Investment Adviser Representative

My state licenses

Colorado
Florida
Illinois
Iowa
Wisconsin

Insights

View all

The Thrivent Virtual Advisor career is reshaping what the financial advisor role can look like. In this role, you'll receive: • structured support • predictable income while you train and grow • flexibility in a hybrid or remote setting Explore the role today: thriventcareers.com/4yy9TcR

Read post

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.

Read post

Many Thrivent financial advisors pivoted from other industries and achieved the success they knew they were capable of. No matter your background, you can too. Discover how here: thriventcareers.com/4yB4Fgp

Read post

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.

Savvy Social Security WorkshopSep 30, 2026, 11:00 PM UTC

Hotel Retlaw - Lake and Terrace Room | One N Main Street, Fond du Lac, WI

Join me for a FREE educational workshop.Thrivent invites you to this special event in your area: Savvy Social Security. Don't miss out on potential opportunities to maximize your social security income.Space is limited, reserve a seat for you and a guest.A light meal will be served.No products will be sold. Visit thrivent.com/social

Savvy Social Security WorkshopOct 1, 2026, 11:00 PM UTC

Hotel Retlaw - Lake and Terrace Room | One N Main Street, Fond du Lac, WI

View all events→

Office location

Waupun Location

407 E Main St
Waupun, WI 53963

Phone920-345-1335Fax800-646-5721Hours

M – T: 8 a.m. – 4 p.m.

F - 8 - 1 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