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Katie Swenby

Advisor Image
Katie Swenby
Financial Advisor
.
BFA™
Part of the Glen Hills Group practice
103 E Oak Street PO Box 397
Glenwood City, WI 54013
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
About Katie Swenby
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
  • Bachelors of Marketing, Concordia University
  • Masters of Business Administration/Management, Concordia University
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Minnesota
  • Wisconsin

Insights

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Looking for a simple way to make a difference in your community? Thrivent Action Teams help turn ideas into impact by providing seed money, resources, and support for volunteer projects, fundraisers, and community events. (Not to mention, amazingly soft t-shirts for your volunteer team!) Whether it's supporting a local nonprofit, school, or family in need, small actions can create lasting change. Let's make an impact together! #ThriventActionTeam #Generosity #CommunityImpact See thrivent.com/social for important disclosures.
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✨📬Thrivent’s 2026 calendars are on their way! It’s always a joy to share this yearly tradition as we look ahead with gratitude and excitement for what’s to come. 🗓️Watch your mailbox – your calendar will be arriving soon! Thrivent clients with membership can request one calendar copy at no cost: Get Your Thrivent Calendar | Thrivent. If you received a 2025 Thrivent Calendar or place an order today, you will be automatically subscribed to future calendar releases. 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance Disclosures: thrivent.com/social
Plan your finances for the people, causes and community you love | Thrivent
Plan your finances for the people, causes and community you love | ThriventDid you know today, September 6th, is Fight Procrastination Day? And I’m here to help! “I’ll get to it later” often becomes “I wish I had done it sooner.” Don’t delay when it comes to: 💰 Financial Planning 🧓 Retirement Planning 📜 Estate Planning The best time to plan was yesterday. The next best time is now. ⏰ 📲 Let’s start the conversation. 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FinancialPlanning #ProactivePlanning #FutureFocused #PlanWithConfidence 💼 Note: I help families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances Disclosures: thrivent.com/social
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Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
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Thrivent Member Network EventsFeb 1, 2027, 11:00 AM UTC
Check out the full list of Thrivent Member Network events.
Thrivent Member Network events are open and complimentary to everyone, including non-clients. We offer financial education workshops, keynote speaker events, socials, generosity projects and more. Check back often, as new events are always being added. https://www.thrivent.com/member-network/twin-cities/events
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Office location
Glenwood City Location
103 E Oak Street PO Box 397
Glenwood City, WI 54013
Phone715-265-4453Hours

Monday - Thursday 8am to 5pm

Friday - 8am to 1pm

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