Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715-514-1540

Thrivent Financial

About Thrivent Financial

We are much more than insurance and financial services. We are a not-for-profit membership organization of Christians. For more than 100 years, we have helped our members be wise with money and be good stewards of the gifts God has given them.

We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance

My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.

General Information

Firm Start Year

2014

No.of Employees

2-4

CRD#

6365235

Firm CRD#

6365235

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations

Advisory Services Provided

Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning

Services

Investment Types

FOREX & Currency, Options & Futures, Bonds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Mutual Funds, Commodities, Annuities, Alternative Investments, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At your office, Via Email, Via Phone, At my office, At your home, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, RICP^®, ChFC^®, FIC, CLTC^®, AEP^®, CLU^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets

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