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
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
One of my favorite things about being a grandma? Getting to be a kid again. ❤️
Last weekend, Chris and I headed to Newton, Iowa, to visit family, and especially our grandsons, Zeke and Kade! With Kade at daycare and Zeke off school, we got a whole day just with Zeke, plus an overnight at our hotel. We built a fort in the hotel room, explored the science center, and let him lead the way.
We love having both boys together, but getting time with each of them individually is such a gift. This time, Zeke got to choose the adventures, and we got to enjoy being part of his world.
Turns out, I still love a good fort. 🥰
See thrivent.com/social for important disclosures.
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