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Julie N Sherman

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Julie N Sherman
Financial Associate
.
FIC
701 Xenia Avenue South Suite 550
Golden Valley, MN 55416
About Julie Sherman

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

Giving Back To Our Minneapolis Community
  • CEAP
  • Feed My Starving Children
  • Thrivent Builds
  • House of Charity
Education & Accomplishments
  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • FINRA Series 06 Investment Company/Variable Products Limited Representative
  • Life & Health Insurance Licenses
My qualifications
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Series 66 - Investment Adviser Representative
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #16507208)
  • Colorado
  • Iowa
  • Minnesota
  • Montana
  • Ohio
  • Texas
  • Washington
  • Wisconsin

Insights

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Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to: ⭐ Spend on things they want ⭐ Save for something big ⭐ Give to make a difference Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
Should you get life insurance in your 20s? 5 reasons to consider it
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​
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What a trip! ✨🏰 I had the best time experiencing Disney with my teammate and friend, Jen — and I have to give a special thank-you to my clients-turned-friends, Laura and Tyler, whose Disney influence may have officially turned me into a full-fledged Disney fan. 😉 And then there’s my wonderful husband, Chris, who made the trip even more magical by surprising me with the sweetest gift waiting for me when I arrived. 💛 Great company, thoughtful surprises, plenty of Disney magic, and so many fun memories. I’m already looking forward to the next adventure! Here's to living out Disney Magic as an adult! See thrivent.com/social for important disclosures.
Office location
Office Location
Golden Valley Location
701 Xenia Avenue South Suite 550
Golden Valley, MN 55416
Phone952-540-7180Hours
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