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Steve Wallen

Advisor Image
Steve Wallen
Market Developer
.
MBA, BFA™
About Steve
About Steve

My wife Benetta and I have been married for over 30 years, and we have two incredible grown daughters.


When I'm not helping people meet their goals, you'll usually find me out running. I love being outside, and exploring new places (especially on foot)!

My qualifications
  • Masters of Business Administration/Management, Purdue University
  • Bachelors of Economics, Indiana University - Kokom
  • Masters in Business Administration
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Arizona
  • Arkansas(Insurance Lic. #20620225)
  • California(Insurance Lic. #4540558)
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • West Virginia
  • Wisconsin
  • Wyoming

Insights

What is a charitable bequest and why should you consider one?
What is a charitable bequest and why should you consider one?Did you know there’s more than one way to leave assets to a cause you care about? Your options can include a gift through your will, naming a charity as a beneficiary of a life insurance contract or retirement account, or using certain charitable trust strategies. If charitable giving is part of the legacy you want to leave behind, this article is a helpful overview of the possibilities. I'd love to know—what’s one of the causes you hope to support?
Eight strategies to embrace family philanthropy
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations. Find more ways to involve your family. ⬇️
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Office location
Carmel Location
11711 N. Meridian St Suite 400
Carmel, IN 46032
Phone317-460-6140Hours
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