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Nathan J Woodard

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Nathan J Woodard
Financial Associate
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Part of the Lakes Area Associates practice
Farmers
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
Education & Accomplishments
  • Minnesota State
About Nathan Woodard
About Nathan Woodard

My wife Megan and I make our home in rural New York Mills with our two sons Avery and Caden. Our boys have been the most wonderful blessings we could have ever imagined. We also share our home with our golden retrievers Dug and Duke and our 50 chickens. We love to be outdoors with our sons and hunt and fish as much as possible. I love working in the heart of lakes country and serving members where I grew up.

My qualifications
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • Colorado
  • Idaho
  • Indiana
  • Kansas
  • Minnesota
  • Montana
  • Nebraska
  • North Dakota
  • South Dakota
  • Wyoming

Insights

Donating life insurance to charity: What you need to know
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Insight image
Time for a career refresh? The virtual advice role at Thrivent serves as a launching pad for your financial services career. You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor. Explore this unique opportunity: thriventcareers.com/4cEb2pZ #CareerChange #FinancialServices #FinancialAdvisor
Office location
Perham Location
155 7th Ave SW
Perham, MN 56573
Phone218-346-5073Hours

M – T 9 a.m. – 4 p.m.

F - 9 a.m. - Noon

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