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Terry Schott

Advisor Image
Terry Schott
Financial Advisor
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RICP®
About Terry Schott
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
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.
My qualifications
  • Bachelors of Agricultural Business and Management, Iowa State University
  • Bachelors of Not Indicated, Iowa State University
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Arizona
  • Iowa
  • Minnesota
  • Nebraska
  • North Carolina
  • North Dakota
  • Wisconsin

Insights

September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Insight image
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Office location
Office Location
Stevens Point Location
3233 B Business Park Drive
Stevens Point, WI 54482
Phone715-340-9506Hours
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