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Michael J Kapets

Advisor Image
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

View all 
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🎉 Today we’re celebrating a pretty important birthday here at First Light….. Happy Birthday, Mike! 🎂🥳 Mike is more than our team leader. He’s the person who encourages us, teaches us, challenges us to keep growing, and has spent years building First Light into a place we’re genuinely proud to be part of. His dedication to our clients and our team shows in so many ways: from taking the time to explain something, to sharing his experience and knowledge, to simply being there when someone needs a little guidance or encouragement. Mike, we’re incredibly grateful for your leadership, your encouragement, and everything you do to make First Light feel like a team. We hope you know how much you’re appreciated, not just today, but all year long. We hope your birthday brings plenty of laughs, time with the people you love, and maybe even a little break from the financial craziness. 😉😂 💙 Happy Birthday, Mike! Here’s to another great year ahead! 🎉
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🎬 Meet the Team Monday is taking a spooky turn this October! We asked the First Light team: “If you had to be stuck in a Halloween movie, which one would you choose?” Kicking things off is Adelio, who apparently looked at all his options and thought, “Yep. Give me the house that’s ALIVE.” 😂🏚️ His pick is Monster House, and judging by the look on his face... he may already be reconsidering that decision. But Adelio isn't the only First Light team member getting stuck in a movie this month. 👀 What Halloween movie would YOU choose?
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☕ Happy International Coffee Day! 🍪 Around here, we believe a good conversation is even better with a fresh cup of coffee! Our First Light coffee bar is always stocked and ready for clients, guests, and anyone stopping by to see us. And because coffee deserves a good sidekick, you might even find some freshly baked cookies waiting for you, too. 😉 So next time you’re here, help yourself to a cup, grab a cookie, and stay awhile. We’re always happy to have you! ❤️ How do you take your coffee? ☕👇
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