Log in
Log in
Skip to main content
Advisor Image

Julie N Sherman

Advisor Image
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

View all 
Insight image
Packing priorities! Jen and I are heading to Disney World this weekend specifically for Mickey's Not-So-Scary-Halloween Party — and naturally, my Hocus Pocus shirt is coming with me. I've always loved Halloween and Hocus Pocus is a forever favorite. But the Disney obsession? That's newer, and I have my team's influence to thank for turning me into a full-fledged Disney lover. I guess you could say they put a spell on me! Ha! 😉🧙‍♀️ See thrivent.com/social for important disclosures.
The great wealth transfer: What baby boomers need to know
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️
View more
Insight image
As Labor Day comes to an end, I'm reminded that fall is right around the corner. While I truly enjoy all four seasons, fall is my favorite. You may think I'm a little crazy, but I even love raking leaves! There's just something special about the season. I love the crisp air, the smell of autumn, lighting candles, and watching football. It's also the time of year when I start thinking about cooking warm, comforting meals. Most of all, I look forward to spending evenings gathered around our fire pit. Fall has a way of slowing things down and making life's simple moments feel a little sweeter. Here's hoping the beauty of the season lingers through November. 🍂🔥🏈 What are your favorite things about fall? 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