Log in
Log in
Skip to main content
Advisor Image

Josh Malwitz

Advisor Image
Josh Malwitz
Wealth Advisor
.
FIC, RICP®, CLTC®
Part of the Heritage Wealth Advisors practice
19950 Dodd Blvd., Suite 102
Lakeville, MN 55044
About Josh Malwitz
As a Financial Representative with Thrivent since 2004, I am passionate about helping people be wise with their money so they can feel secure on their financial journey.

I serve the south metro from my Lakeville office. I am a board member on the Elko New Market Chamber, and an active participant in the Lakeville Chamber.

My family and I live in Elko New Market and my children Colten, Lyla and Bennett attend Lakeville schools. We enjoy the outdoors, golfing, hiking, fishing, hunting, camping, and spending time on the water. We attend Hosanna! church in Lakeville.
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Florida
  • Illinois
  • Iowa
  • Michigan
  • Minnesota
  • New York
  • North Carolina
  • North Dakota
  • South Dakota
  • Tennessee
  • Texas
  • Wisconsin

Insights

View all 
June 2026 Market Update: Stocks and inflation keep rising
June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️
View more
Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
View more
Office location
Lakeville Location
19950 Dodd Blvd., Suite 102
Lakeville, MN 55044
Phone952-356-3030Fax952-356-3134Hours
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