Shawn D Taylor
Wealth Advisor
.
CFP®, ChFC®, LUTCF®, FIC, RICP®
Start a conversation with me
About Shawn TaylorLiving Generously!
My 27 plus years with Thrivent has shown me that it is important to begin any financial planning relationship with a discussion about values.
Once your priorities are established, I can help with protecting those you love the most, saving for your family's future or leaving a charitable legacy.
In my time away from the office I enjoy destination fly fishing with my wife, Christina, hunting, woodworking, and volunteering for several local non profit organizations. I also lead Thrivent Builds groups to Guatemala.
- Supporter of Bob Davis Male Veterans Shelter
- Thrivent Builds with...
My qualifications
- Investment Adviser Representative
- General Securities Representative
- Agent
- Investment Company Products and Variable Contracts Limited Representative
- AR Insurance Lic. #826156
My state licenses
- Alabama
- Arizona
- Colorado
- Florida
- Illinois
- Kansas
- Michigan
- Mississippi
- Missouri
- Montana
- Ohio
- Pennsylvania
- Texas
- Wisconsin
Office locations
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.
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.