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About Matt Forsman

Husband and Father / Passionate Financial Professional / College Planning Expert I am a Financial Associate with the Stonebridge Group of Bloomington at Thrivent Financial. I launched my financial planning practice in 2007 after studying Finance at The University of Saint Thomas. No matter what your goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I will assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments. My wife, Erica, and I along with our two children (Olivia and Henry) attend Christ Presbyterian Church in Edina. In my spare time I enjoy playing golf, family outings, and traveling.

Giving Back To Our Community

Young Life
Life Rebuilders/Midwest Challenge
Compassion International
Feed My Starving Children
World Vision
Thrivent Builds with Habitat For Humanity
Prairie Care

Education & Accomplishments

FINRA Series 66 Uniform Combined State Law
FINRA Series 7 General Securities Representative
Life & Health Insurance License
Bachelor of Arts, Finance, University of Saint Thomas
Thrivent Scholar Advisor Network Member
Chartered Financial Consultant® (ChFC®)
Certified College Planning Specialist (CCPS®)

Meet My Team

Stonebridge of Bloomington

Stonebridge of Bloomington

Title: Team Practice
Website: https://connect.thrivent.com/stonebridge-of-bloomington

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

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