Jim Wegener - Thrivent
2466 East Kimberly Road, Davenport, IA 52807
Location & Phone number
2466 East Kimberly Road, Davenport, Iowa 52807, United States
About the Business
Welcome to Jim Wegener - Thrivent, your trusted partner in financial guidance located at 2466 East Kimberly Road, Davenport, Iowa. Our mission is to provide personalized financial advice that aligns with your goals and values, ensuring a secure financial future for you and your loved ones.
We specialize in a range of services including investment management, retirement income planning, and protecting your family from the impacts of extended care, death, and disability. Additionally, we offer expertise in charitable giving, college planning, and estate planning, helping you make informed decisions that reflect your priorities.
Licensed in multiple states including AL, AZ, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, NJ, OR, TN, TX, VA, WA, and WI, we are well-equipped to serve clients across various regions. Our office is strategically located to cater to the financial needs of individuals in the Quad Cities and surrounding areas.
At Jim Wegener - Thrivent, we believe in building lasting relationships with our clients. Our approach involves a comprehensive review and analysis of your financial situation through Thrivent’s Financial Planning Framework. For those seeking in-depth planning, our Dedicated Planning Services offer tailored recommendations to help you achieve your financial aspirations.
Please note that while we provide financial guidance, we do not offer legal, accounting, or tax advice. We encourage you to consult with your attorney or tax professional for such services.
To schedule an appointment or learn more about how we can assist you, please call us at 563-508-7412 or email jim.wegener@thrivent.com. For further details on our services and professional credentials, visit Thrivent.com or check FINRA’s Broker Check.
Jim Wegener - Thrivent is part of Thrivent Financial for Lutherans, offering insurance products issued by Thrivent, and securities and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Our financial advisors are appropriately licensed and appointed to provide you with the highest standard of financial advisory services.
Discover a financial partnership that prioritizes your aspirations. Reach out to us today!
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jim is the best financial advisor we have had. He's easy to work with, very knowledgeable and his priority is our best interests. No sales gimmicks, no trying to look like a financial genius, just competent common sense guidance for our finances."
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