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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

Meet My Team

Pathways Team

Pathways Team

Title: Team Practice
Website: https://connect.thrivent.com/pathways-team

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

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