Tracy E Berglund
Associate
.
RICP®, CLTC®, CDFA®
Start a conversation with me
Financial Advisor- Tracy Berglund
No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I'll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments.
I grew up in a small community in North Dakota. I attended the University of Minnesota-Moorhead. I graduated with two degrees-Political Science and Paralegal Studies in Estate and Tax. At college, I met my husband, Rick, in our...
I grew up in a small community in North Dakota. I attended the University of Minnesota-Moorhead. I graduated with two degrees-Political Science and Paralegal Studies in Estate and Tax. At college, I met my husband, Rick, in our...
My qualifications
- Agent
- Investment Adviser Representative
- General Securities Representative
- CA Insurance Lic. #0M68492
My state licenses
- Arizona
- Colorado
- Florida
- Illinois
- Indiana
- Iowa
- Minnesota
- Missouri
- Montana
- Nebraska
- North Dakota
- Ohio
- Oregon
- South Dakota
- Texas
- Washington
- 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.