About Philip Maass

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

Professional Highlights

CFP® (Certified Financial Planner®), a certification granted by CFP Board, Washington, D.C.
CLU® (Chartered Life Underwriter®), a designation granted by the American College, Bryn Mawr, PA.
FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.

Education and Experience

FINRA Series 7 General Securities Representative.
FINRA Series 66 Uniform Combined State Law.
Master of Agribusiness Degree
EDHEC Business School – International Studies
Over 18 years with Thrivent

Specializations

Estate strategies
Income tax planning
Life Insurance
Investments
Retirement Planning

Personal Profile

My wife and I have been married for over 22 years
We have 4 children
I enjoy fishing, hunting, projects in my workshop and making authentic Texas BBQ

Giving Back

I support the following charities and causes:

Youth livestock programs
High School sports programs
Local churches

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.