Wellspring Advisor Group

WellspringAdvisorGroup@Thrivent.com

(651) 243-7139

At Wellspring Advisor Group, we believe you deserve thoughtful, personalized financial guidance. Our experienced financial professionals, intuitive tools and holistic approach can help you manage your lifestyle, investment and protection needs. And our research, knowledge and expertise can provide insight into the nuances of your goals—and how all the pieces fit together.

Whether you need financial advice for a specific situation or you’re looking for comprehensive dedicated planning services, we can help. Our areas of expertise include risk management, retirement planning, investment planning, debt management and estate planning. We also proudly support several local non-profit organizations and encourage you to live generously too.

Team intro

Our story

At Wellspring Advisor Group, we take a team approach to serving people of all ages and life stages. If you decide to work with us, we look forward to exploring what matters most to you and helping you work toward your goals.

Our team

Nick Rasmussen

CFP®, CAP®, FIC, CRPC®

Financial Advisor

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Roger Schlichting

RICP®

Financial Advisor

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Todd Readinger

FIC

Associate Financial Advisor

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How we work with you

Wellspring Advisor Group is dedicated to delivering the practical financial guidance and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.

Our solutions

Advice and Planning Services

No matter where you’re starting from, our financial advisors help you understand your current situation holistically and create a financial plan guided by your priorities.

Investments and Annuities

Investments for goals of all sizes Achieve what matters to you and your community by planning for (and meeting) your financial goals. Whatever they happen to be.

Insurance

Protect your plans and your promises We can help you protect those long-term financial plans—and feel confident that you'll keep your most important promises.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Community impact

Open Hands Midway

Once or twice a year we partner with Open Hands Midway to serve meals to those in need.

Habitat for Humanity

This organization builds and rehabilitate decent, affordable homes in the Twin Cities.

Mahtomedi Area Education Fdn.

MAEF supports and enhances Mahtomedi Public Schools.

News and insights

To families with kids (or kids at heart); did you find an extra visitor at your home today?

This time of year can be busy -- but we hope you find time to have holiday cheer -- whether that is gathering with friends, attending children's holiday programs, or decorating your home.....

We hope this Thanksgiving brings health and happiness to you and those you love!

Contact

Office information

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Address:

321 Stillwater Road, Upper Unit PO Box 813
Willernie, MN 55090

Phone:

(651) 243-7139

Fax:

(651) 243-7204

Email:

WellspringAdvisorGroup@Thrivent.com

Operating hours:

M – F: 9 a.m. – 5 p.m.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.

Not all team members may provide all products, programs and services in all states.

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/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 BrokerCheck for more information about our financial advisors.