Wealth Advisor
.Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
Josh Beck has been a Financial Advisor with Thrivent since 2001, specializing in retirement planning. He graduated from Concordia University in St. Paul, MN, with a degree in finance, aiming to provide comprehensive financial advice. Josh remains active in the financial services industry as a member of the National Association of Insurance and Financial Advisors (NAIFA), where he has served in various roles, as well as being a member of Kingdom Advisors and the Financial Planning Association (FPA).
Josh and his wife, Leah, have three daughters. They are members of Family of Christ in Ham Lake, where Josh is involved in the music program, playing drums. He also volunteers at Spectrum High School. In his free time, Josh enjoys spending time with his family, traveling, and supporting his daughters in their sports activities.
- FINRA Series 6,7,63, and 66 licenses
- 5 Star Wealth Manager (More information about the Five Star Wealth Manager Award can be found at https://www.fivestarprofessional.com/public/wmresearch)
- Member - Kingdom Advisors
- Member - NAIFA (National Association of Insurance and Financial Advisors)
- Member - FPA (Financial Planning Association)
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Certified Kingdom Advisor®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 7 - General Securities Representative
- Series 63 - Licensed Securities Agent
- Arizona
- Arkansas(Insurance Lic. #6949476)
- Colorado
- Florida
- Iowa
- Minnesota
- North Dakota
- Texas
- Washington
- Wisconsin
Insights
Office location
Otsego Location
9010 Quantrelle Ave NE, Ste 102
Otsego, MN 55330
Phone763-633-5300HoursOtsego, MN 55330
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
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.