Wealth Advisor
.Estate Planning
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
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Florida
- Indiana
- Kentucky
- Minnesota
- North Dakota
- Ohio
- Washington
- Wisconsin
Insights
Office locations
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.