Sherri Halverson
Sherri Halverson
Financial Advisor
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CLTC®
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A little bit about me…
I have been in the financial services industry since 2000. In 2017, I joined Thrivent because I personally witnessed families who did not plan for the future. Life events can create an emotional rollercoaster, changing a family in an instant. Every day I work hard to ensure my clients are prepared for whatever life throws their way.
I live in Sheboygan Falls with my husband Marty. I have four beautiful daughters, Amanda, Valerie, Rachel, and Nora. My girls keep me busy attending their concerts and sporting events. I like working in my flower beds in my spare time or reading a...
My qualifications
- Associates of Paralegal, Lakeshore Technical College
- General Securities Representative
My state licenses
- Florida
- 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
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