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Wil Wong

Advisor Image
Wil Wong
Associate Financial Advisor
.
MBA
Part of the Heirloom Wealth Group practice
3433 Broadway Street NE Suite #400
Minneapolis, MN 55413
About Wil Wong

I assess not only your financial picture but what’s important to you – whether it’s family, faith or giving back. My goal is to develop a customized financial strategy tailored specifically to your goals and values. I draw on my industry experience and comprehensive financial tools to support you in creating a personalized path to a confident financial future that reflects your priorities as well as guide you with how to share generously with the people and places you care about. Call or visit my office to schedule a time for us to connect in person or virtually.

Education & Accomplishments
Education & Accomplishments
  • FINRA Series 7 License | Series 66 License
  • MBA | Carlson School of Management | University of MN | 2005
  • BS Chemical Engineering | University of Texas Austin | 1994
My qualifications
  • Masters of Finance, University of Minnesota - Carlson School of Management
  • Bachelors of Chemical Engineering, University of Texas
  • Masters in Business Administration
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Minnesota
  • Texas
  • Wisconsin

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Minneapolis Location
3433 Broadway Street NE Suite #400
Minneapolis, MN 55413
Phone651-287-9420Fax866-201-6316Hours
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