About Karen Newquist

As a financial advisor who believes in holistic planning, I have the expertise to help you : • Select and manage your investments to achieve your goals • Develop a strategy to turn your assets into income at retirement • Protect you and your family against the unexpected • Manage assets in times of change (such as divorce or loss of spouse) I became a financial consultant because I wanted to help Christians feel confident about retirement readiness, and to empower those going through life’s changes to make wise financial decisions. I enjoy building relationships with clients like you because life is about more than money-It’s about the clarity achieved when you begin integrating your values with your financial strategy. We will build your personal financial plan around the things and people you care about. When not working, I enjoy spending time with my 2 adult children-my daughter Alexandra and my son Ryan. I also spend time with friends enjoying all that Sun Prairie has to offer.

Living Generously in Sun Prairie

Lead Action Teams
Bethlehem Lutheran Church

Volunteer, Sunshine Place

Education & Accomplishments

FINRA Series 07 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Exam.
FINRA Series 65 Uniform Investment Advisor.
Life and Health Insurance Licenses
CFP(R) Certified Financial Planner (R) A designation granted by the Certified Financial Planner Board.
CHFC(R) Chartered Financial Consultant-A designation granted by the American College, Bryn Maur, PA.
CDFA ™ (Certified Divorce Financial Analyst ®) A designation granted by the Institute of Divorce Financial Analysts ®
RICP® (Retirement Income Certified Professional®), a designation granted by the American College, Bryn Mawr, PA
FIC (Fraternal Insurance Counselor) A designation granted by the Fraternal Field Managers” Association
B.S. Business Administration; University of Illinois, Champaign, IL

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.