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Koral Livernash

Advisor Image
Koral Livernash
Financial Advisor
.
Farmers
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
About Koral
About Koral

Professional Bio

My career is driven by a strong commitment to helping people achieve financial clarity and long-term security. At Thrivent, I work closely with individuals and families to develop personalized strategies that align with their goals, values, and vision for the future. Prior to this role, I spent 23 years in a veterinary laboratory, where I built a foundation of trust, attention to detail, and service—skills that continue to guide my approach as I support clients in making informed financial decisions.

I have been married to my husband for nearly eight years, and we have known each other since eighth grade. We grew up together and value the strong foundation that shared history has provided. We have a daughter who works as a medical laboratory technologist in Fairbanks, Alaska. We have had the opportunity to visit her several times and appreciate the natural beauty and unique lifestyle the area offers.

Outside of my professional life, I enjoy spending time with my dogs—one of whom, Huey, is currently training to compete in agility trials this summer. I grew up riding horses and have experience competing in both English and Western disciplines. Although I do not currently own a horse, I still enjoy offering occasional riding instruction. My husband and I are also actively involved with Shriners Children’s, and we are proud to support their mission and the meaningful work they do.

Education & Credentials

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combined State Law

Life and Health Insurance Licenses

Associate Degree in Veterinary Techology

How I work with my clients

As a Financial Advisor, my mission is to provide you with the financial guidance and tools that will help you live out your values. I work with purpose-driven clients to develop strategies for financial clarity. I spend time getting to know my clients and individualizing a plan that is unique to them.


Tell me where you are today, and I will draw upon my expertise to support you in:

·        Retirement Planning

·        Small Business Planning

·        Investment Management

·        Tax Strategies

·        Protection


I believe firmly that money is not a goal…it’s a tool to create a better future for individuals, families, and communities. A resident of Central Wisconsin, I serve clients throughout the state of Wisconsin as well as the state of Alaska. Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future.

My qualifications
  • Associates, Madison Area Technical College
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alaska
  • Texas
  • Wisconsin

Insights

How qualified charitable distributions (QCDs) work: Rules, pros & cons
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more. ⬇️
Donating life insurance to charity: What you need to know
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Insight image
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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