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Martin L Cole

Advisor Image
Martin L Cole
Wealth Advisor
.
CFP®, ChFC®, FIC
Part of the Freedom Financial Group practice
About Martin Cole
About Martin Cole

Martin was originally from Decorah, Iowa and in 1991, he graduated from Luther College with a Bachelors degree in Business Management.  After graduation, he spent 2.5 years in the US Army with the 82nd Airborne Division at Fort Bragg, NC.  He has been with Thrivent since 1999 and he has obtained the CERTIFIED FINANCIAL PLANNER™ designation.  He is married to his wife Michele and has two children, Alayna (16) and Amelia (13). 

My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • California(Insurance Lic. #4292261)
  • Colorado
  • Delaware
  • Florida
  • Indiana
  • Iowa
  • Minnesota
  • Nebraska
  • North Dakota
  • Ohio
  • Oklahoma
  • South Dakota
  • Tennessee
  • Texas
  • Virginia
  • Wisconsin

Insights

How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
Investing & taxes: Understanding tax on dividends, interest & capital gains
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
Office location
Waconia Location
129 W. Main St
Waconia, MN 55387
Phone952-442-8461Fax952-442-7549Hours
M – F: 9 a.m. – 5 p.m.
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.