Phil M Wuerffel
Market Director
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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
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Agent
- CA Insurance Lic. #4094429
- AR Insurance Lic. #18157170
My state licenses
- Alabama
- Alaska
- Arizona
- Colorado
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Kansas
- Massachusetts
- Minnesota
- Missouri
- Montana
- Nevada
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Washington
- Wisconsin
- Wyoming
Office location
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.