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Stacie M Patchett

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Stacie M Patchett
Financial Associate
.
FIC, CLTC®
Part of the Turnhall Financial Group practice
4321 N Ballard Road
Appleton, WI 54919
Stacie Patchett, FIC, CLTC, Financial Associate

With more than 21 years at Thrivent, Stacie is uniquely qualified to help clients reach their financial goals and map out a path to a more secure financial future. Stacie’s expertise and close ties to the Appleton community make her passionate about the partnerships she forms with her clients.

My qualifications
  • Bachelors of Human Resources Management, University of Wisconsin-Stout
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Connecticut
  • Florida
  • Illinois
  • Michigan
  • Minnesota
  • Missouri
  • North Carolina
  • South Carolina
  • Wisconsin

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Appleton Location
4321 N Ballard Road
Appleton, WI 54919
Phone920-543-3553Hours
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