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Shelli Perez

Advisor Image
Shelli Perez
Financial Advisor
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Part of the Freedom First Financial Group practice
About Shelli Perez
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Business Communications, University of Nebraska at Kearney
  • High School Graduate or Equivalent of Education, Amherst Public School
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Iowa
  • Nebraska

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Leave a legacy of generosity
Leave a legacy of generosityWant to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼
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Office location
Omaha Location
11602 W Center Rd Unit 200
Omaha, NE 68144
Phone308-293-0472Hours
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