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Phillip Summersett

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Phillip Summersett
Financial Advisor
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Part of the Endeavor Financial Group practice
About Phillip Summersett

As 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 their gifts and resources. I'm here to help you do just that.

My qualifications
  • Bachelors of Applied Mathematics, PURDUE OF FORT WAYNE
  • Bachelors of Accounting, Bowling Green State University
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Indiana
  • Missouri
  • Ohio

Insights

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Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Bring your retirement into focus
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇 If you’d like to have a discussion about retirement planning, let’s connect.
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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25
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