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

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. ⬇️

Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️

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.

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