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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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Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWv Reach out if you have questions or want to talk through your strategy.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI 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