About Stephanie Roelfsema

As a professional in the financial services industry I am excited to work with you to help realize your financial goals and protect your family. Through work in retirement planning, education funding strategies, identifying insurance needs and investment strategies, I can help you achieve your goals. Building personal and professional relationships with you is paramount to the work that I do and the success of the financial strategies we create together. By creating connections based around knowledge and understanding of individual needs, we are able to work together to incorporate those things that matter most to you, into a plan that you can feel good about. Bringing my work with me into the community is one of the things I love most about working as a financial advisor. The connections that I build while at the hockey rink, attending school events and worship services at Our Savior’s Lutheran Church, allow me to help those that I care about with planning for their future.

Giving Back To Our Local Community

Give Thanks and Give Back 2019
V-500 Scholarship Donor
Valley City Hockey Club Volunteer
PTO Volunteer
Participate in local Chamber Events

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 63 Uniform Securities Agent
Life and Health Insurance Licenses
Bachelor of Science in Education, Masters in Education, Valley City State University
Recipient of Prairie Business Magazines "Top 40 Under 40" for 2018

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