Kelly L Brickner, in O Fallon MO

Kelly L Brickner

Wealth Advisor

CLU®, FIC, CLTC®

Part of the Nexus Financial Advisors practice

6698 Keaton Corporate Parkway Suite 103
O Fallon, MO 63368

Women's Markets

Tax Efficient Planning

Retirement Planning

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

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

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

View all

Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Can you check off any of these boxes? ✅ Loved ones depend on you for income ✅ Don’t want to pass large debts onto others ✅ Want to leave a legacy If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh

Read post

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.

Read post

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.

Leaving a Thriving LegacyOct 8, 2026, 11:30 PM UTC

Virtual workshop

Oct. 6-8Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Eric will share valuable strategies to help you better prepare for life’s “what-ifs.”This virtual workshop is designed specifically for our clients and their adult beneficiaries, offering guidance and support for those navigating concerns about planning for aging parents and protecting family assets. We encourage you to invite any—or all—of your beneficiaries to attend.Disclosure: No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures. 31374FB N12-25

A Lifetime Gift with Shelly Halverson image

A Lifetime Gift with Shelly HalversonOct 15, 2026, 10:30 PM UTC - Oct 16, 2026, 12:30 AM UTC

9000 Veterans Memorial Pkwy, O'Fallon, MO | The Christy Banquet Center

What no one wants to discuss could be the best present ever.We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions.No products will be sold.

View all events→

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