Joseph A Wollersheim
Joseph A Wollersheim
Wealth Advisor
.
MBA, CFP®, ChFC®, FIC, RICP®
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Education & AccomplishmentsAbout Joseph Wollersheim
- CERTIFIED FINANCIAL PLANNER™
- Chartered Financial Consultant
- Retirement Income Certified Professional
- MBA From Arizona State University, 2012
- Bachelor of Arts from The University of Montana, 2002
- Life & Health Insurance Licenses
- FINRA Series 65 Uniform Investment Advisor
- FINRA Series 07 General Securities Representative
- FINRA Series 63 Uniform Securities Agent State Law Exam
Growing up in Appleton, WI taught me the Midwest values of hard work, honesty, and the importance of community. As a young man, I...
My qualifications
- Investment Adviser Representative
- General Securities Representative
- Agent
- CA Insurance Lic. #0I34372
My state licenses
- Arizona
- Michigan
- Minnesota
- Missouri
- New Mexico
- New York
- North Dakota
- Texas
- Washington DC
- Wisconsin
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.