Skip to main content
Advisor Image

Julie Anderson

Advisor Image
Julie Anderson
Associate Financial Advisor
.
Part of the Sage Creek Financial Consultants practice
Women's Markets
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
About Julie Anderson
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Associates, Minnesota State Community and Technical College 
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Minnesota

Insights

Investing & taxes: Understanding tax on dividends, interest & capital gains
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
Insight image
Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k
Insight image
Ready to level up your investing knowledge? Start with these 3 articles:​ ​ 1) How inflation impacts investments: https://bit.ly/4e0pR7i​ 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh
Office location
Alexandria Location
2308 S Broadway St Ste 4
Alexandria, MN 56308
Phone320-763-5100Hours
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