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Kelly S Banner

Advisor Image
Kelly S Banner
Financial Advisor
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6121 Green Bay Rd Ste 205
Kenosha, WI 53142
About Kelly Banner
About Kelly Banner

I am passionate about helping people make informed decisions in their financial lives. Whether it’s life insurance plans or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for the future.

Tell me where you are today
Tell me where you are today

I will draw upon my expertise to:

·        Strengthen your financial position

·        Create a multigenerational wealth plan

·        Prepare for unexpected illness, injury or loss

·        Invest with purpose and manage your assets

·        Explore tax-efficient ways to manage your money

·        Save and prepare for income in retirement

·        Plan to pass on a meaningful legacy

Certifications
Certifications

·        FINRA Series 7 General Securities Representative

·        FINRA Series 66 Uniform Combined State Law

·        Securities Industry Essentials

·        Series 6TO Investment Company Products/Variable Contracts Representative

·        Life and Health Insurance Licenses

My qualifications
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Minnesota
  • Ohio
  • Tennessee
  • Wisconsin

Insights

View all 
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF
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Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN
Office location
Kenosha Location
6121 Green Bay Rd Ste 205
Kenosha, WI 53142
Phone262-656-1710Fax833-912-0810Hours
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