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About Soren Lancaster

Born & raised in Reno, NV, Soren realized he had a desire to work in the financial services industry while taking a business class as a junior in high school. At a younger age, he had seen first-hand the impact the lack of financial advice can have when a family member went through a later-in-life divorce shortly before retirement & concerns arose regarding budgeting & income. When a position opened to join Thrivent, he jumped at the opportunity. In 2005 he & his mentor Michael formed the Sierra Nevada Group, shifting from an individual product based focus to providing comprehensive financial guidance through Thrivent’s advisory process. When the markets crashed in 2008, he began questioning impacts of large market crashes on retirement savings & investment portfolios. It was at that time he began focusing on retirement income & distribution strategies for retirees & pre-retirees, helping them create strategies to turn assets in to sufficient & diverse income in retirement.

Education & Accomplishments

2022 MDRT Top of the Table
Retirement Income Certified Professional (RICP ®)
Chartered Retirement Planning Counselor (CRPC ®)
Certification for Long Term Care (CLTC ®)
Fraternal Insurance Counselor (FIC ®)
FINRA Series 7 license
FINRA Series 66 license

MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct and professional knowledge.

Meet My Team

Summit Retirement Group

Summit Retirement Group

Title: Team Practice
Website: https://connect.thrivent.com/summit-retirement-group

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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