At Wellspring Advisor Group, we believe you deserve thoughtful, personalized financial guidance. Our experienced financial professionals, intuitive tools and holistic approach can help you manage your lifestyle, investment and protection needs. And our research, knowledge and expertise can provide insight into the nuances of your goals—and how all the pieces fit together.
Whether you need financial advice for a specific situation or you’re looking for comprehensive dedicated planning services, we can help. Our areas of expertise include risk management, retirement planning, investment planning, debt management and estate planning. We also proudly support several local non-profit organizations and encourage you to live generously too.
The Wellspring Advisor Group was founded by Nick Rasmussen and Roger Schlichting and joined together with Todd Readinger who shared a desire to serve clients in a comprehensive manner and develop synergies in strategy. The focus was ensuring a team dynamic to make day-to-day operations more efficient and fun within the team and with our clients. While Roger and Todd have now transitioned into retirement, the Wellspring Advisor Group team continues to carry forward the same passion and emphasis on client service that they created together. The team remains in a position to continue to delight clients.
At Wellspring Advisor Group, we believe you deserve thoughtful, personalized financial guidance. Our experienced financial professionals, intuitive tools and holistic approach can help you manage your lifestyle, investment and protection needs. And our research, knowledge and expertise can provide insight into the nuances of your goals—and how all the pieces fit together.
Whether you need financial advice for a specific situation or you’re looking for comprehensive dedicated planning services, we can help. Our areas of expertise include risk management, retirement planning, investment planning, debt management and estate planning. We also proudly support several local non-profit organizations and encourage you to live generously too.
The Wellspring Advisor Group was founded by Nick Rasmussen and Roger Schlichting and joined together with Todd Readinger who shared a desire to serve clients in a comprehensive manner and develop synergies in strategy. The focus was ensuring a team dynamic to make day-to-day operations more efficient and fun within the team and with our clients. While Roger and Todd have now transitioned into retirement, the Wellspring Advisor Group team continues to carry forward the same passion and emphasis on client service that they created together. The team remains in a position to continue to delight clients.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
News and insights
Working tax efficiency into your financial strategy
When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
What is portfolio rebalancing? Tips to maintain your target investment mix
Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
Office information
Operating Hours:
M – F: 9 a.m. – 5 p.m.
Community impact
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
