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Michael J Kapets

Advisor Image
Michael J Kapets
Financial Advisor
.
FIC
Part of the First Light Financial Advisors practice
About Michael Kapets
About Michael Kapets

Retirement is something we all look forward to with anticipation. Many have felt they were not prepared or confident in the decisions they were making, which has led to mistakes. Working with a faithful financial guide can help eliminate any hesitation, provide education and help prevent oversights that distract you from your retirement goals. Our mission is to provide guidance and partner with Christians to help them make wise retirement decisions.


Over the years, we have created processes to support you in making wise financial decisions and help give you the confidence to retire fearlessly. Our process can prepare you in the years leading up to retirement and help put you in control to retire on your terms. In addition, we will continue to support you through retirement.


My wife Kay and I have three young daughters, Jayna, Elin & Kelsey. We spend a great deal of time with the girls at their activities. We embrace living in Wisconsin and enjoy fishing, boating and snowmobiling.

Education & Accomplishments
  • FIC
  • FINRA Series 63 Uniform Securities Agent State Law
  • FINRA Series 65 Uniform Investment Adviser Law
  • FINRA Series 7 General Securities Representative
  • Life & Health Insurance Licenses
My qualifications
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #0I87636)
  • Florida
  • Georgia
  • Illinois
  • Michigan
  • Ohio
  • South Dakota
  • Texas
  • Virginia
  • Wisconsin

Insights

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🏈 A pretty great day to be a Packers fan! 💚💛 Earlier this month, Adelio had the opportunity to visit Lambeau Field for the Thrivent x Green Bay Packers Pep Rally! It was a fun opportunity to experience the energy at Lambeau, connect with others, and celebrate the partnership between Thrivent and the Green Bay Packers, all in one of Wisconsin’s most iconic places. And judging by that smile, Adelio enjoyed the experience just a little bit. 😄 Thanks to Thrivent for putting together such a memorable event! Go Pack Go! 🏈💚💛
Charitable giving & financial planning: Strategies to maximize impact
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact us today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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