Kelly O'Day, in Merrill WI

Kelly O'Day

Financial Advisor

RICP®

Part of the Merrill Financial Associates practice

403 Grand Ave.
Merrill, WI 54452

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

My qualifications

Retirement Income Certified Professional®
Series 7 - General Securities Representative

My state licenses

Florida
Georgia
Michigan
Minnesota
North Carolina
Wisconsin

Insights

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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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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Office location

Merrill Location

403 Grand Ave.
Merrill, WI 54452

Phone715-218-7575Hours

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