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Phil M Wuerffel

Advisor Image
Phil M Wuerffel
Market Director
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Part of the Ascend National Wealth Advisors practice
About Phil
About Phil

From the rolling Hill Country of East Texas to the Big Sky views in Montana and finally to the never-ending green mountain-scapes of the Pacific Northwest, Our family has fallen in love with exploring the beauty of this incredible corner of the country. From City Parks to State parks we love the discovery.


Leadership for me has been a similar journey. Helping people discover their own passion and purpose leads to confidence. And leading people to confidence is the greatest result of leadership there is!

My qualifications
  • Bachelors, North Tennesee Bible College
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Alabama
  • Alaska
  • Arizona
  • Arkansas(Insurance Lic. #18157170)
  • California(Insurance Lic. #4094429)
  • Colorado
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Massachusetts
  • Minnesota
  • Missouri
  • Montana
  • Nevada
  • New York
  • North Carolina
  • North Dakota
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Washington DC
  • Wisconsin
  • Wyoming

Insights

Insight image
Sometimes the immediate demands of life can distract us from the things that will matter in the future. Take time this week to explore your life insurance options. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)
Office location
Bellevue Location
11711 SE 8th Street Ste 201
Bellevue, WA 98005
Phone253-355-2438Hours
M – F: 9 a.m. – 5 p.m.
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