Lori Z Fox
Lori Z Fox
Financial Advisor
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FIC
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About Lori Fox
With a background in the hospitality business and 14 years of experience in the financial industry, Lori loves providing each client with excellent, concierge-level, customer service. She is dedicated to office efficiencies to ensure our clients receive timely, accurate and thorough information and assistance. She works closely with her own clients in creating and implementing financial strategies, while also overseeing the operations of the entire Generational Wealth Advisors team....
My qualifications
- General Securities Representative
My state licenses
- Indiana
- Kentucky
- Michigan
- Minnesota
- Ohio
Office location
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
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