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Our Story
About T3 Wealth Management Team
When you work with us, you'll discover that we are group of people who enjoy each other's company. We believe this crazy notion of guiding clients to be wise with their money. While at the same time helping them to be generous with their time, talent and treasure. We come together because we are mission-driven and passionate about helping our clients achieve long-term financial security. Our approach is to provide clients with financial guidance, education, and technological tools that will help them organize their finances so that they can make effective decisions about their money.Using combination of solutions and strategies, including investments, insurance, debt/money-management solutions, brokerage, managed accounts options, estate planning and giving strategies. Our financial planning approach is designed to help our clients take control of their money, so that they can focus on what matters: making an impact in the lives of their families and their communities.
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James Thayer
James ThayerFinancial ConsultantCFP®, FIC, BFA™
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Jim Duerr
Jim DuerrAssociateMBA, FIC, BFA™
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Chicago Location
190 South LaSalle St Suite 1610
Chicago, IL 60603
Phone773-290-2330Hours
M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 773-290-2330

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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.