About Mark Lachmann

Working as a Financial Consultant with Thrivent Financial since 2010 has been very rewarding to me. Creating lasting relationships with my clients is very important. I work with clients to customize their financial strategy, so they can build for the future, to reach their goals and enable them to use their money wisely.

I grew up in the Chicagoland area, specifically in the Northwest Suburbs. My parents are members of St. Paul Lutheran Church in Mount Prospect. My wife Karrie, my son Nathan, and I are members of St Peter’s in Arlington Heights, where my son currently goes to school.

The importance of working with outreach programs and giving back to the community is not new to me. Some of the ways I have participated are as follows. Twice I have travelled to El Salvador to build homes through Habitat Worldwide, I have worked with the high school youth group at our church and coached basketball at Zion-Concord School. We also volunteer regularly through programs at our church.

Providing Time To Give Back

Habitat Worldwide
Phil’s Friends- Providing support and hope to those affected by Cancer
Northern Fox Valley Habitat for Humanity
Crossroads Kids Club

Education & Accomplishments

Bachelor of Science in Biology, Northeastern Illinois University
CERTIFIED FINANCIAL PLANNER™ professional
FIC Fraternal Insurance Counselor
RICP Retirement Income Certified Professional
Uniform Securities Agent State Law Examination FINRA Series 63
General Securities Representative Examination FINRA Series 7
Uniform Investment Adviser Law Examination FINRA Series 65

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.