About Joseph Wollersheim

Growing up in Appleton, WI taught me to appreciate what "real cold" feels like (and is where my family still resides today). As a young man I was compelled to "go west and explore" which is why I attended the University of Montana studying Communications and spending most weekends hiking. Upon graduation a series of events led me to Washington, DC where I worked for five years on public policy as my wife Ashley spent her time as a 1st and 2nd grade teacher for DC public schools. Before settling down and starting a family I somehow talked Ashley into joining the Peace Corps with me were we lived as volunteers in a small village in Mali (West Africa) with no running water or electricity for two years. We moved to Arizona in 2010 where we are raising our three crazy kids:Mia (7), Tucker (5), and Emy (3). We enjoy family hikes, watching the Green Bay Packers, and going out for ice cream. My wife and I are very involved at Living Streams Church and central Phoenix Young Life.

Giving Back

Neighborhood Ministries - Mentorship Program
Thrivent Builds with Habitat for Humanity - El Salvador, Nepal, Costa Rica, Nicaragua
Young Life - Phoenix

Education & Accomplishments

CERTIFIED FINANCIAL PLANNER™
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

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.