Sheri L. Swackhamer
Financial Advisor
.
FIC, RICP®, CLTC®, CKA®
Dedicated Planning Services - Experienced Guidance, Purpose-Based Advice and a Personalized Dedicated Plan for You
The Thrivent Dedicated Planning process is customized to be uniquely yours. It looks at where you are today, where you want to go, and helps keep you on track with strategies to address your needs and long-term plans. We also discuss potential roadblocks that might arise during your journey or that might tempt you to veer off course.
Working collaboratively with a Thrivent financial professional in a relationship for a fee can have many benefits. Over the course of our working sessions, we'll help you:
- Establish your financial vision.
- Assess your net...
My qualifications
- General Securities Representative
- Agent
My state licenses
- Colorado
- Florida
- Idaho
- Illinois
- Maryland
- Missouri
- New Mexico
- North Carolina
- Texas
- Utah
- Virginia
- Washington
- Washington DC
- Wisconsin
Office location
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.