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Maurie Nelson

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Maurie Nelson
Associate
.
LUTCF®, FIC
Part of the WhiteOak Financial Group practice
209 W. Exchange St.
Geneseo, IL 61254
About Maurie Nelson

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


Check out our Fall 2026 WhiteOak Financial Group Connections newsletter by clicking HERE!

My qualifications
  • Life Underwriter Trainers Council Fellow®
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Illinois
  • Iowa
  • Wisconsin

Insights

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl
The great wealth transfer: What baby boomers need to know
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️
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Thrivent is proud to be an official partner of the 2026 Special Olympics USA Games, happening June 20–26, 2026, in Minneapolis. We're cheering big for all the incredible athletes heading to the #SpecialOlympicsUSAGames2026! 💙 Athletes: Your determination, heart, and resilience inspire communities nationwide.
Office location
Office Location
Geneseo Location
209 W. Exchange St.
Geneseo, IL 61254
Phone309-944-4538Hours

Monday - Friday 9 a.m. to 5 p.m. and by appointment

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