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Russ LaPoint

Advisor Image
Russ LaPoint
Wealth Advisor
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AEP®, CFP®, ChFC®, CAP®, FIC, WMCP®
Part of the Legacy Planning Group practice
Charitable Giving /Philanthropy
Estate Planning
About Russ LaPoint

I began my career with Thrivent in October of 2007.Thrivent resonated with me because of the structure of their business: the focus is on making the lives of their clients better. Working alongside clients to help them reach their financial goals is very rewarding for me. I want to see them and YOU succeed. I can help you cut through the clutter and get a clear picture of your priorities. Using my knowledge and expertise, we can set clear goals, build straightforward plans to reach them, and celebrate together each of your achievements. 


What I love most is spending time with my family—my wife, Robyn, and four sons: Trevon, Tyson, Carter, and Chase. Robyn and I were married in 2008. She surprised me with a honeymoon trip to Lambeau Field for the Monday Night Packer versus Viking game! We now enjoy watching the boys participate in sports and activities they are passionate about.

  • Trevon is attending the University of Minnesota-Duluth. He is an avid alpine skier and loves to fish.
  • Tyson is continuing his baseball career at Augsburg University.
  • Carter and Chase both attend the Rice Lake Middle School and are active in baseball, football and hockey.

I also enjoy hunting and fishing. My favorite times of the year happen during bow and rifle seasons. I also look forward to an annual walleye fishing trip that I take in August with my Dad, my brother, and my sons.

I also enjoy hunting and fishing. My favorite times of the year happen during bow and rifle seasons. I also look forward to an annual walleye fishing trip that I take in August with my Dad, my brother, and my sons. 

Education & Experience
Education & Experience

In 1996, I graduated from the University of Wisconsin-River Falls majoring in Business Administration. I went on to work at a John Deer dealership until I found my calling with Thrivent. I have achieved the following professional designations: AEP®, CFP®, ChFC®, CAP®, FIC, WMCP®.


To book a meeting, contact my office or use the following reservation link: Book a meeting with Russ

My qualifications
  • Accredited Estate Planner®
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Chartered Advisor in Philanthropy®
  • Fraternal Insurance Counselor
  • Wealth Management Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Illinois
  • Minnesota
  • Missouri
  • North Dakota
  • South Carolina
  • Wisconsin

Insights

Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Office location
Rice Lake Location
2600 South Wisconsin Avenue, Suite C
Rice Lake, WI 54868
Phone715-234-2834Hours
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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.