Skip to main content
Advisor Image

Sherri Halverson

Advisor Image
Sherri Halverson
Financial Advisor
.
CLTC®
A little bit about me…
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 good book. My husband and I love to travel and are working on my bucket list.

 

In the community, I am involved in the Helping Kids program and support our high school's volleyball and track teams. My family and I are long-time members of First Reformed Church in Sheboygan Falls.

My qualifications
  • Associates of Paralegal, Lakeshore Technical College
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Wisconsin

Insights

Insight image
Make sure you direct yours! https://www.thrivent.com/about-us/membership/thrivent-choice For disclosure information, see thrivent.com/social.
Insight image
We're hiring! 📋 Now looking for an Administrative Assistant to join our team. This role is all about our members' experience — we're looking for someone with a friendly, upbeat demeanor who enjoys being the face (and voice!) of the practice. You'll support daily operations including answering phones, greeting members, handling mail and email, ordering supplies, working within Thrivent Financial systems, and other administrative tasks as needed. 🕐 ~15 hours/week 📅 Flexible schedule during standard business hours 📈 Growth opportunity 💰 $18–20/hr, based on experience 📍 Cleveland, WI Click the link to apply! https://careers.thrivent.com/jobs/48269/administrative-assistant/ For disclosure information, see thrivent.com/social. #NowHiring #JobOpening #AdminAssistant #ClevelandWI #JoinOurTeam
Insight image
Have you covered your bases? Let’s talk. https://connect.thrivent.com/sherri-halverson #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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