About Kevin Schwartz

Husband and Father / Passionate Financial Professional. I am a Wealth Advisor with the Crossroads Associates of Oakdale at Thrivent Financial. I launched my wealth management practice in 2007 after studying both Marketing and Business Management at the U of MN - Carlson School of Management. No matter what your goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I will assess 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 wife, Christine, and I along with our two children (Calvin and Evelyn) attend King of Kings Lutheran in Woodbury. In my spare time I enjoy playing mini-golf, family outings, and cheering for the Gophers.

Living Generously

Second Chance for Life
Open Cupboard
Boy Scouts of America
Feed My Starving Children
Heart for Hunger
Thrivent Builds with Habitat For Humanity
St. Croix Valley Athletic Association

Education & Accomplishments

FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
Life & Health Insurance License
Bachelor of Arts, Marketing, University of Minnesota - Carlson School of Management
Bachelor of Arts, Business Management, University of Minnesota- Carlson School of Management
CERTIFIED FINANCIAL PLANNER® (CFP®)
Chartered Financial Consultant® (ChFC®)
Certified Life Underwriter® (CLU®)
Eagle Scout