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Karli Finney

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Karli Finney
Financial Advisor
.
CLTC®, BFA™
Part of the Grand Design Retirement Group practice
3535 31st St S, Ste #102
Grand Forks, ND 58201
About Karli Finney
About Karli Finney

Karli has been in the industry over a decade and is proud to be back serving her hometown communities of East Grand Forks/Grand Forks. She's a mom to two young kids, Griffin and Perrie, and is married to Zach, a local realtor. She values the trust and relationships she builds with her clients everyday.


My qualifications
  • Bachelors of Finance, University of Minnesota
  • Finance, Kaplan University
  • High School Graduate or Equivalent, East Grand Forks Senior High
  • Certification in Long-Term Care®
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4515694)
  • Florida
  • Minnesota
  • North Dakota

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Grand Forks Location
3535 31st St S, Ste #102
Grand Forks, ND 58201
Phone701-757-3155Hours
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