Stephanie Oliver Leiser
Sr. Church Engagement Consultant
.
FIC, CKA®
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About Stephanie Leiser, Associate, FIC, CKA®
Education and Experience:
- FINRA Series 63 Uniform Securities Agent State Law
- FINRA Series 06 Investment Company / Variable Products Limited Representative
- Life & Health Insurance Licenses
- Bachelor of Science in Finance & Business Management with a Minor in Economics from Ferrum College, 1998
- Certified Kingdom Advisor Designation Program from the Ron Blue Institute at Indiana Wesleyan University, 2014
- Master of Science in Church Management from The Center for Church Management at Villanova University:...
My qualifications
- Masters of Business Administration/Management, Villanova University : Villanova School of Business : The Center for Church Management
- Bachelors of Finance, Ferrum College
- Bachelors of Business Management, Ferrum College
- Agent
- Investment Company Products and Variable Contracts Limited Representative
My state licenses
- Virginia
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.