Financial Associate
.Julie Sherman is a financial associate working out of Golden Valley, MN, where she helps individuals and families reach their financial goals and live generous lives. As a strong Christian, Julie works to bring financial solutions to churches, non-profits, and small businesses in the community. Celebrating 23 years with Thrivent this year, Julie worked in the corporate office before becoming a financial professional. She loves working with her clients, equipping them with strategies to reach their financial goals and live generous lives. Married to her husband Chris with four children, Julie enjoys camping, gardening, and new adventures. Many evenings she is found outside enjoying her firepit, regardless of the season.
Julie specializes in developing a spectrum of financial solutions, including:
• Retirement income planning
• Life insurance
• Investments
• Long-term care insurance
- CEAP
- Feed My Starving Children
- Thrivent Builds
- House of Charity
- FINRA Series 63 Uniform Securities Agent State Law Exam
- FINRA Series 06 Investment Company/Variable Products Limited Representative
- Life & Health Insurance Licenses
- Fraternal Insurance Counselor
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Series 63 - Licensed Securities Agent
- Series 66 - Investment Adviser Representative
- Arizona
- Arkansas(Insurance Lic. #16507208)
- Colorado
- Iowa
- Minnesota
- Montana
- Ohio
- Texas
- Washington
- Wisconsin
Insights
Office location
Golden Valley Location
701 Xenia Avenue South Suite 550
Golden Valley, MN 55416
Phone952-540-7180HoursGolden Valley, MN 55416
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
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