About Tatjana Cumic

I am passionate about helping others! After graduating college, I thought about the impact I wanted to have in my local community. I saw the need in our community for holistic financial guidance, and I am honored to support individuals and families in their financial journey. It's a privilege to be in a position to guide others to financial clarity and get the front seat of that journey. Our financial guidance improves the lives of our clients, gives them contentment and confidence, and inspires them to live generously! My practice empowers churches and charities with education and financial resources, making an impact in our families, the people we love, and ultimately impacting God's kingdom!

I was born in Montenegro (tiny country across the sea from the bottom of the heal of Italy), and I have lived in Cincinnati since 2018. Fun fact about me is that I won the visa lottery (yes, that's real) and decided to move to United States right after college. I got involved with Christ the King church in Clifton where I actively go now. In my spare time, I love traveling, visiting with friends and family, wine tasting, spontaneous fellowship over coffee, adventure, long walks, and football.

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Securities Agent State Law Exam
Life and Health Insurance Licenses
Bachelor of Arts in Economics, University of Montenegro

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