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Rena Simon

Advisor Image
Rena Simon
Financial Advisor
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Part of the Lamplight Advisor Group practice
Women's Markets
Farmers
Tax Efficient Planning
Young Families
Retirement Planning
About Rena Simon
About Rena Simon

Proudly serving Central Minnesota and Eastern North Dakota


As a Financial Advisor, my mission is to help you make the most of your hard work and blessings—so you can live a life rich in meaning, gratitude, and generosity.


Financial decision-making is about more than numbers; it’s about empowering people to live with confidence and purpose. That’s why I make it a priority to deliver thoughtful guidance that reflects your unique goals and values.


Whether you're planning for retirement, navigating a life transition, or simply looking to make smarter financial decisions, I’m here to help. My approach is rooted in clarity, compassion, and collaboration. I enjoy helping individuals and families get organized, invest wisely, minimize taxes, and protect what matters most.


I’m based in downtown Fergus Falls and licensed to serve clients virtually across multiple states. I’m also passionate about supporting local organizations and would love to learn more about the causes that matter to you. If there’s a mission close to your heart, I’d be honored to attend a meeting as your guest.


When I’m not working with clients, I’m usually cheering on my kids at their events, coaching girls’ hockey, or working on home projects with my husband. I love being outside whenever I can, whether it’s walking in the woods, gardening, or just soaking up the sun at the lake. These everyday moments remind me why I do what I do: to help others build a life full of purpose, connection, and joy.


Let’s connect and explore how we can build a financial plan that supports your vision for the future.

Education & Accomplishments
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life and Health Insurance Licenses
  • Bachelor of Science in Business Administration with concentrations in Finance and International Studies - NDSU
  • Rotary International Cultural Ambassadorial Scholar - Quito, Ecuador
Giving Back To Our Local Community
  • BIO Girls
  • Fergus Falls Hockey Association
  • Humane Society of Otter Tail County
  • Otter Elementary Schools
My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alaska
  • Arizona
  • Colorado
  • Florida
  • Iowa
  • Minnesota
  • North Dakota
  • South Dakota
  • Texas
  • Wisconsin
Office location
Fergus Falls Location
225 West Cavour Avenue
Fergus Falls, MN 56537
Phone218-998-2723Hours
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