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Katie Garber

Advisor Image
Katie Garber
Financial Consultant
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FIC, RICP®, CLTC®
Part of the Compass Group practice
About Katie Garber
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Alabama
  • Arizona
  • California(Insurance Lic. #0M21654)
  • Colorado
  • Florida
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • South Dakota
  • Texas
  • Washington
  • Washington DC
  • Wisconsin

Insights

Positioning for rising interest rates
Positioning for rising interest ratesInterest rates are one of the most influential forces shaping financial markets. When rates rise—often in response to inflation or strong economic growth—the impact ripples the entire economic market. For investors, the challenge isn’t predicting rate moves, but positioning portfolios to manage risk while seeking to capture new opportunities.
October is the perfect time for year-end tax planning. Consider strategies like tax-loss harvesting, contributing to tax-advantaged accounts, and making charitable donations to help reduce your tax burden.
Why are dividends and capital gains in mutual funds important?
Why are dividends and capital gains in mutual funds important?Knowing how to strategize anticipated income from both dividends and capital gains may give you an advantage in your wealth planning picture.
Office locations
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