About Kevin Schwartz
About Kevin Schwartz
Husband and Father / Passionate Financial Professional. I am a Financial 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
- Chartered Financial Consultant® (ChFC®)
- Certified Life Underwriter® (CLU®)
- Eagle Scout
Meet My Team
Oakdale Office
