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Mary Holtz

Advisor Image
Mary Holtz
Financial Advisor
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Part of the Northern Lights Financial Group practice
Hello I'm Mary
Hello I'm Mary

I come to you from the small town of Breckenridge MN where I grew up. I am married to Curt and have two grown children Kyle (Kayla) and their three children, Quinn, Lennon and Harrison. Kassi (Matthew) and their two children Harper and Paxton. We Also have a pup named Cooper. In my spare time I love being outdoors walking, biking and playing with Cooper. Spending time with my grandchildren is a highlight of mine. We enjoy board games, hide and seek, football, playing catch, reading stories and going to the zoo. We have been traveling more going to gymnastics meets, swim meets, and dance competition. We live in the country so it's fun to watch the wildlife while relaxing in my hot tub after a long day. I joined Thrivent because I wanted to serve a purpose to others. I love sitting down with my clients to hear their story and give them advice on their needs.

My qualifications
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • Colorado
  • Minnesota
  • North Dakota
  • South Dakota

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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