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Roger Williams

Advisor Image
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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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.
How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
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It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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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