Lynn Voss
Financial Advisor
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MBA, ChFC®, RICP®, BFA™
Working with you, aligning your money with your values to realize your goals
As a Financial Advisor with Thrivent, I partner with you to help align your financial decisions with your values and goals. My mission is simple: to provide personalized financial guidance that helps you and your family become more confident in your future. With advanced credentials including BFA™, ChFC®, MBA, and RICP®, I offer a comprehensive approach to financial planning; covering retirement strategies, investment management, and risk protection. I believe financial advice should be clear, actionable, and tailored to your unique situation.
I’m proud to call Helena home...
My qualifications
- Masters of Business Administration/Management, University of Phoenix
- Bachelors of Computer and Information Science, Montana State University
- Securities Industry Essentials
- General Securities Representative
- CA Insurance Lic. #4044379
My state licenses
- Arizona
- Colorado
- Idaho
- Montana
- Nevada
- Oregon
- Washington
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
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.