Kaylee J St Germain
Kaylee J St Germain
Financial Advisor
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FIC, RICP®, BFA™
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About Kaylee St Germain
My financial services industry experience started with the banking industry. After over a decade in the banking world, I realized I wanted to do more for people than just handle their transactions. I knew I wanted to build relationships with clients and families to educate them so they could truly meet their goals and live their ideal retirement life. That passion continued to develop even further. I became obsessed with simplifying all the different moving parts of a financial plan for people. Now, I've honed that obsession into a practice built around serving those near retirement or...
My qualifications
- General Securities Representative
My state licenses
- Arizona
- Florida
- Georgia
- Minnesota
- North Dakota
- South Dakota
- Wisconsin
Office location
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
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