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Nicole Yen

Advisor Image
Nicole Yen
Financial Advisor
.
BFA™
Part of the Juniper Financial Group practice
About Nicole Yen
About Nicole Yen

Having grown up between Taiwan and California, I saw firsthand the diverse ways people approach money and financial planning. My path started with a degree from the University of California, Davis, and a passion for making a difference through education. Today, I’m dedicated to directly impacting families and businesses by helping them navigate life’s financial complexities. I'm proud to be a Thrivent financial professional where I provide personalized guidance to people at all stages of life. At Thrivent, we believe in using money as a tool to achieve meaningful goals. I’m here to guide you every step of the way. I look forward to building a partnership together that aligns with your life and unique goals.


I’ve found a home in Wyoming thanks to my fiancé, who has deep roots in farming and the Army Guard in Wyoming. Being part of this community has been an incredible experience, and I feel so grateful to be surrounded by such hardworking, down-to-earth people.


When I’m not working, you can probably find me watching hockey (Go Kings!) or keeping up with F1 (Team Mercedes all the way). I love traveling, line dancing, volunteering, and, most importantly, building meaningful connections with the people around me.


Whether it’s through my work, friendships, or just everyday life, I believe in making an impact and helping others succeed. Excited to connect and be part of this amazing community!

My qualifications
  • Bachelors of Human Development, University of California
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • California(Insurance Lic. #4425141)
  • Colorado
  • Georgia
  • Illinois
  • Iowa
  • Michigan
  • Minnesota
  • Missouri
  • North Carolina
  • Oregon
  • Pennsylvania
  • South Dakota
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin
  • Wyoming

Insights

2025 Midyear Market Outlook
2025 Midyear Market OutlookWill market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.
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Women, Wealth, & Wisdom - Thank you to everyone who came out to this workshop! This is an ongoing, quarterly workshop so keep an eye out for future events. We made some new friends, shared some laughs, and learned about how to navigate market fluctuation and save for retirement.
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Women, Wealth, & Wisdom - A special thank you to the Paramount Ballroom for hosting us and Girls on the Run Wyoming for presenting their mission and dedicating their time and efforts to developing young ladies in the community.
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