About Rob Wagner

I became a Financial Consultant at Thrivent Financial because I wanted the challenge of helping people be wise with their money and achieve their goals all while working at a company that exists solely for the benefit of its members. I thoroughly enjoy the journey that I take with my clients as we sit down and evaluate their current financial situation, understand their goals and figure out how we are going to get there, wisely, together. For over 18 years at Thrivent I have prided myself on continuing my professional education to ensure that I can be the best resource for my clients and guide them through challenging and sometimes confusing times in life to find a better place financially. I have earned a master’s degree in financial services and I’m also a CERTIFIED FINANCIAL PLANNER® professional. I’m married to my wife Dani, a recruiter for United Health Group and we have three children, Aubrey, Soren and Teddy.

Giving Back To Minneapolis

Big Brother Big Sister's Program since 2010
Former Alumni President, Augsburg University
Volunteer for Junior Achievement since 2008
Assistant Hockey Coach, Eden Prairie.

Education & Accomplishments

Detroit Lakes High School
Bachelor of Arts, Augsburg University, Minneapolis, MN
Master of Science, The American College, Bryn Mawr, PA
Certified Financial Planner ®
Retirement Income Certified Professional ®
Life & Health Insurance Licenses
FINRA Series 7 General Series Securities Representative

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.