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Wendi Southwick

Advisor Image
Wendi Southwick
Financial Advisor
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About Wendi Southwick

It is an honor to work with so many people in their life's journey. My mission is to empower individuals, families, and small businesses to achieve financial security, confidence, and peace of mind through empathetic guidance, counseling, and actionable strategies. I want to ensure your financial decisions align with your values and dreams. I am passionate about helping others one step at a time to navigate life's financial dreams and difficulties.


Specializations

I work with individuals, families and businesses to establish plans that help them build, protect and distribute their wealth by addressing the following:

  • Retirement Planning (Accumulation & Distribution)
  • Cash Flow & Debt Payoff Strategies
  • Tax Efficient Financial Planning
  • College & Education Planning
  • Investment Management
  • Risk Management & Insurance Planning
  • Estate & Legacy Planning

At Thrivent our approach is purposeful and continuous. We begin with an understanding of where you are today and adjust our services as your situation and goals change throughout your life.


Education and Licenses    

  • Licensed in NV, UT, ID, WA, CO, and VA                                                                    
  • Life and Health Insurance Licenses
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Investment Advisor Representative
  • Masters in Economics
  • Bachelors in Political Science and Economics


My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Colorado
  • Idaho
  • Nevada
  • Utah
  • Virginia
  • Washington

Insights

Growth and stocks remain resilient, but rates rise: Q4 2026 market outlook
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
The benefits of life insurance: What you need to know
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Do you need life insurance? Questions to ask yourself & your family
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.
Office location
Las Vegas Location
8345 West Sunset Road Suite 230
Las Vegas, NV 89113
Phone775-254-8705Hours
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