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Roger Williams

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Roger Williams
Financial Advisor
.
RICP®, BFA™
8519 Eagle Point Blvd Suite 102
Lake Elmo, MN 55042
Retirement Planning
About Roger Williams

What I love most about being a Financial Advisor is the opportunity to partner with clients and guide them on their journey from where they are to where they want to be in retirement. By advising on investments, income strategies, potential risks, and legacy planning, I've built lasting relationships with my clients—relationships that have developed into true friendships over time.

Education – Licensed in MN and WI
  • BFA – Behavioral Financial Advisor
  • FINRA Series 7 General Securities
  • FINRA Series 66 Uniform Combined State Law Examination
  • Life and Health Insurance License
  • B.A. in Music Education – Hamline University


Community Involvement
  • Choir & Orchestra Director at Westwood Community Church - Chanhassen
  • Director of Great Northern Union a capella chorus
  • LifeCoach for teens
  • Feed My Starving Children
  • Thrivent Member Network


My qualifications
  • Retirement Income Certified Professional®
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Minnesota
  • Wisconsin

Insights

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If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.
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You don’t need all the answers before you start your financial planning journey. Sometimes, the first step is simply talking through what matters most. Let's connect, zero in on your goals and start financial planning to help you reach them. See thrivent.com/social for important disclosures.
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What could your future look like with the right plan? Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone. Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals. See thrivent.com/social for important disclosures.
Office location
Lake Elmo Location
8519 Eagle Point Blvd Suite 102
Lake Elmo, MN 55042
Phone952-250-5702Hours
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