About Terry Schott

My wife, Nancy, and I have been married since 1985. We met and were married on the campus of Iowa State University, where I earned my Bachelor of Science degree in Agriculture and Finance. We moved from Iowa to the beautiful state of Wisconsin when our children were starting school in 1993. We currently reside in Plover and love this community! We have been attending Woodlands Church for over 25 years. Our four children graduated from Stevens Point Area Senior High. They have gone on to pursue their dreams after earning multiple college degrees. In my free time I enjoy canoeing and camping in our wonderful state parks. I also invest in our community by volunteering my time with the Salvation Army, Junior Achievement and Woodlands Church. My wife has joined me at Thrivent as my Licensed Office Professional. We love working together with our Thrivent members. Nancy and I travel to see our adult children in Chicago, New York City and Washington, DC.

Education and Accomplishments

30 years of experience in the Banking Industry
FINRA Series 7
FINRA Series 65
FINRA Series 63
Bachelor of Science degree from Iowa State University

Purpose Based Planning with Financial Clarity

Help strengthen your financial position.
Protect your financial future - and your family's.
Plan for long term care expenses.
Prepare to transition savings to income in retirement.
Build lifetime income.
Make a difference, locally or globally.

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