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Kelly L Brickner

Advisor Image
Kelly L Brickner
Wealth Advisor
.
CLU®, FIC, CLTC®
Part of the Nexus Financial Advisors practice
Women's Markets
Tax Efficient Planning
Retirement Planning
The most meaningful investments we make are in each other.
The most meaningful investments we make are in each other.

Thrivent Action Teams help our members to make a difference in their communities.

About Kelly Brickner
About Kelly Brickner
No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement. I'll access your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments. My husband, Jon, and I along with our two children are members of Messiah Lutheran Church in Weldon Springs. In my free time I enjoy attending my kids sporting events and finding ways to volunteer and give back to the community.
Living Generously
Living Generously
  • Local Thrivent Action Teams
  • O.A.S.I.S. Food Pantry and Thrift Store
  • 100 Women Who Care
  • New Hope Resource Center
  • Messiah Lutheran Church and School
  • Hearts and Hope for Uganda
  • Shoes & Hope
  • Thrivent Builds
Education & Accomplishments
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life and Health Insurance Licenses
My qualifications
  • Chartered Life Underwriter®
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Illinois
  • Michigan
  • Missouri
  • Pennsylvania
  • Texas
  • Washington
  • Wisconsin

Insights

Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Donor-advised funds: Helping you help others
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you. ⬇️
Donating life insurance to charity: What you need to know
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Office location
Office Location
O Fallon Location
6698 Keaton Corporate Parkway Suite 103
O Fallon, MO 63368
Phone636-542-4042Fax636-263-3005Hours
Monday – Thursday: 9 a.m. – 5 p.m.
Friday 9 a.m. – 3 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