Lane Albrecht
ChFC®, FIC, RICP®
Wealth Advisor
State(s) Licensed: AZ, CO, FL, IL, IN, NM, SD, TX, WI
Phone: (262) 567-2940
Address:
Ste 205 1227 Corporate Center Dr
Oconomowoc, WI 53066
State(s) Licensed: AZ, CO, FL, IL, IN, NM, SD, TX, WI
Welcome to where faith and finances meet
At Thrivent we help people achieve financial clarity, enabling lives full of meaning and gratitude. We believe that humanity thrives when people make the most of all they’ve been given. It brings great joy to my clients and deep meaning for me as their advisor to help them clarify their goals and develop a course of action to have their dreams become a reality.
As a member-own organization, we’re:
· Uniquely designed and purpose driven.
· Creating more relevant, dynamic experiences that provide impact.
By inspiring generations to make financial choices guided by Christian values, we provide the expertise and support enabling our members to take care of themselves and others. Everything we do is in service of our clients. Our unique business model enables a client-focused, long-term view to all we do and the investments we make, helping individuals and their communities thrive.
As a Wealth Advisor I can help with:
· Wealth and trade management
· Creating a financial plan.
· Portfolio review and changes.
· Saving for and spending in retirement.
· Making investment decisions.
· Protecting what’s important.
I am committed to providing financial advice, investments, insurance, banking solutions and generosity programs to help you live a life full of meaning and gratitude.
Call or stop by to learn more or set up an appointment.
To learn more about the privacy of your information, visit our privacy policy.
Location
Oconomowoc Office
- Phone:
- (262) 567-2940
- Fax:
- (262) 567-2230
- Mobile:
- (920) 279-0844
Hours
M – F: 9 a.m. – 5 p.m.