Financial Advisor
.I joined Thrivent Financial in 2008 and I am a member of the Heritage Wealth Advisors in Lakeville, MN. I enjoy helping my clients with retirement planning, asset management and estate strategies. My wife Jen an I live in Lakeville with our three children, Parker, Lily and Olivia. We enjoy golf, soccer, travelling and cheering on the Iowa Hawkeyes! We are members at Hosanna church in Lakeville.
- Volunteer at Century Middle School PTO
- Volunteer at Cherry View Elementary School
- B.A., Finance, University of Northern Iowa
- Fraternal Insurance Counselor
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #0I13781)
- Colorado
- Florida
- Georgia
- Iowa
- Kentucky
- Minnesota
- Montana
- Nebraska
- Nevada
- North Carolina
- Utah
- Wisconsin
Insights
A Lifetime Gift™ | Thursday, October 8 | 6:30 PM
There is still time to JOIN US as creator and facilitator of A Lifetime Gift™, Shelly Halverson, shares her personal experiences, research, and training to help you prepare for the end of life. In this interactive workshop, you'll learn how to express your wishes, provide your family with a guide, and receive a comprehensive toolkit filled with checklists, resources, and information on life summary, pet care, finances, medical history, and more. Open to all ages and stages, this workshop is designed to give you comfort, confidence, and ease the burden on your loved ones. Don't miss this opportunity to plan for the unplanned and give the best gift ever.
For details and to Register visit: https://calendly.com/gail-nieuwsma-thrivent/lifetime-gift-event
No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
JOIN US as creator and facilitator of A Lifetime Gift™️, Shelly Halverson, shares her personal experiences, research, and training to help you prepare for the end of life. In this interactive workshop, you'll learn how to express your wishes, provide your family with a guide, and receive a comprehensive toolkit filled with checklists, resources, and information on life summary, pet care, finances, medical history, and more. Open to all ages and stages, this workshop is designed to give you comfort, confidence, and ease the burden on your loved ones. Don't miss this opportunity to plan for the unplanned and give the best gift ever.
A Lifetime Gift™️ | Thursday, October 8 | 6:30 PM
For details and to Register visit: https://calendly.com/gail-nieuwsma-thrivent/lifetime-gift-event
No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
A Lifetime Gift™️ | Thursday, October 8 | 6:30 PM
JOIN US as creator and facilitator of A Lifetime Gift™️, Shelly Halverson, shares her personal experiences, research, and training to help you prepare for the end of life. In this interactive workshop, you'll learn how to express your wishes, provide your family with a guide, and receive a comprehensive toolkit filled with checklists, resources, and information on life summary, pet care, finances, medical history, and more. Open to all ages and stages, this workshop is designed to give you comfort, confidence, and ease the burden on your loved ones. Don't miss this opportunity to plan for the unplanned and give the best gift ever.
For details and to Register visit: https://calendly.com/gail-nieuwsma-thrivent/lifetime-gift-event
No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.
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
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