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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

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

· 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

Meet My Team

Alyssa Sturino

Alyssa Sturino

Title: Office Professional

Vogel Group

Vogel Group

Title: Team Practice
Website: https://connect.thrivent.com/vogel-group

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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