Joshua Theisen
Financial Advisor
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Let's talk about you.About Joshua Theisen
Let's have a conversation about the things in your life that are important to you. Everyone deserves the opportunity to talk to a financial professional about ways to plan for their financial future. I've worked with many people in my previous jobs, that went through life without a plan, only to see them struggle in their golden years. This is your life, and my goal is to help the people in my community live the life that they worked hard for. Whether you're struggling to stretch every dollar, living a life of abundance or anywhere in between, let's talk and have a plan.
I'm proud...
My qualifications
- High School Graduate or Equivalent of General Studies, Cascade High school
- Securities Industry Essentials
- General Securities Representative
- Investment Adviser Representative
My state licenses
- Florida
- Illinois
- Iowa
- Minnesota
- 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
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