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About Kelly O'Day

I like to find out each person’s and family’s unique goals and needs, providing strategies to build and distribute your assets efficiently in retirement, along with legacy planning. Some of these strategies you may not hear from other sources. I also enjoy working with young families, helping to get your retirement planning off to a great start and implementing protections against crippling setbacks. Thrivent is a not-for-profit membership organization serving Christians, offering both investments and insurance. I joined Thrivent to provide financial guidance and protection to members, to help them be wise with their money and to live generously. That generosity can be brought to and shared with others here in the Northwoods. Jessi’s Wish is a cause that resonates with me, raising money to help cancer sufferers deal with extensive expenses they incur. I’ve been a member of Bible Presbyterian Church for 25 years, a church I love for its strong sense of community and personal growth.

Investing in the Northwoods Community

Board member - Jessi's Wish
Silver 'M' Club member
Kids In Christ's Kingdom coach
Long-time soccer coach
Central Wis Off-road Cycling Coalition member

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life and Health Insurance Licenses

Meet My Team

Merrill Financial Associates

Merrill Financial Associates

Title: Team Practice
Website: https://connect.thrivent.com/merrill-financial-associates

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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