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Wendy Stevens

Advisor Image
Wendy Stevens
Financial Advisor
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BFA™
Higher Education Planning
Armed Forces & Veterans
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About Wendy Stevens
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Kentucky
  • Massachusetts
  • Missouri
  • New Hampshire
  • North Carolina
  • Texas
  • Washington

Insights

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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"For we live by faith, not by sight." - 2 Corinthians 5:7
Charitable trusts: pros, cons, and which type is right for you
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries. If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️ Have questions after reading? Let’s connect.
Office location
Waterloo Location
101 W 4th Street
Waterloo, IL 62298
Phone808-271-7436Hours
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