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Michael J Kapets

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Michael J Kapets
Financial Advisor
.
FIC
Part of the First Light Financial Advisors practice
215 Corporate Dr. Suite G
Beaver Dam, WI 53916
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
  • Nevada
  • Ohio
  • South Dakota
  • Texas
  • Virginia
  • Wisconsin

Insights

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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.
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👋 Meet the Team Monday! 🌎 We’re continuing our September series by asking our team: “If you could learn one thing instantly, what would it be?” This week, we’re featuring Lauren, and her answer is languages! 🗣️🌎 Lauren loves to travel, experience different cultures, and explore new places, but there’s one thing she wishes came a little more naturally: learning the language! 😂 She took both Spanish and French in school, but unfortunately, neither one stuck quite as well as she’d hoped. For Lauren, knowing different languages would be about so much more than simply making travel easier. She’d love to be able to fully immerse herself in the places she visits, talking with the people who live there, understanding more of the culture, and experiencing each destination beyond the typical tourist perspective. ✈️🌍 ¡Hola! Bonjour! Hallo! 你好! Ciao! If only learning the rest were that easy! 😄 Now we want to hear from you! If you could learn ONE thing instantly, what would it be? Let us know in the comments! 👇✨
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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! 🏈💚💛
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