Teri McNally
Teri McNally
Financial Advisor
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FIC, BFA™
About Teri McNally
My Story
I am proud to be a Thrivent financial professional. Prior to this, I was a middle school teacher for 25 years. Education is my passion, and that is what I love about Thrivent. We focus on educating our clients to ensure they understand their financial health and future.
Another of my core values is helping others, and with being a financial advisor with Thrivent, I do this every day. I always put my client's best interests first. I truly believe in the power of understanding and knowledge. I love to laugh with my clients, share stories, and do...
My qualifications
- Business Education, Winona State University
- Masters of Education, St. Mary’s University
- Bachelors of Elementary Education, University of Wisconsin- La Crosse
- General Securities Representative
- Securities Industry Essentials
My state licenses
- Arizona
- Iowa
- Minnesota
- Wisconsin
Office locations
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
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