Terry Schott
Financial Advisor
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RICP®
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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...
My qualifications
- Bachelors of Agricultural Business and Management, Iowa State University
- Bachelors of Not Indicated, Iowa State University
- Investment Adviser Representative
- Agent
- General Securities Representative
My state licenses
- Arizona
- Iowa
- Minnesota
- Nebraska
- North Carolina
- North Dakota
- Wisconsin
Office location
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
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.
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
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.