The Best Financial planning framework in Overland Park, Kansas
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Robert Boone - Thrivent
Robert Boone - Thrivent is a finance institution located at 7270 West 98th Terrace in Overland Park, Kansas, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed professionals, with only financial advisors credentialed to offer investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.
Brooke Harvey - Thrivent
Brooke Harvey - Thrivent is a finance institution located at 12701 Metcalf Avenue in Overland Park, Kansas, United States. Specializing in financial guidance, meaningful living, and gratitude, Brooke Harvey - Thrivent is licensed in multiple states including CA, IL, KS, MN, MO, NJ, NV, and PA. As a Financial Advisor, Brooke Harvey strives to make the world more accessible to all clients with honesty and integrity at the core of her work. By building relationships and understanding client goals, she aims to provide personalized service. Brooke Harvey - Thrivent goes beyond finances to consider the causes and people that matter most to clients, enabling them to spread generosity and make a greater impact in the world. Licensing information is available through state insurance departments and the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional.
Brandon Shreve - Thrivent
Brandon Shreve - Thrivent is a financial institution located at 7270 West 98th Terrace, Overland Park, Kansas, United States. Licensing is available through the State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. The institution, along with its financial professionals, does not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Only financial advisors are credentialed to provide investment advisory services. For more information about the institution's financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
Josh Laing - Thrivent
Josh Laing - Thrivent is a finance institution located at 12701 Metcalf Avenue, Overland Park, Kansas, United States. As a Financial Advisor in Lees Summit, their goal is to establish an ongoing relationship to assist clients in reaching their financial goals. They believe in providing financial clarity to help individuals live a life of contentment, confidence, and generosity. At Thrivent, money is seen as a tool rather than just a goal. They help clients create a strong financial future by building a solid foundation, working towards savings for retirement, education, and other important purchases, and ensuring loved ones receive financial support. They also focus on tax efficiency to protect and improve every aspect of a financial strategy.
Christopher Smiley - Thrivent
Christopher Smiley - Thrivent is a financial institution located at 12701 Metcalf Avenue in Overland Park, Kansas. With licenses in multiple states including AR, AZ, CA, CO, CT, DE, FL, IA, IL, IN, KS, KY, MI, MO, MT, ND, NE, OK, TN, TX, VA, and WA, Christopher Smiley specializes in providing financial clarity and guidance to military, non-profit, public sector employees, and their families to help them secure their financial goals. As a Market Director for Thrivent, Christopher Smiley leads a team of financial professionals dedicated to helping clients reach their financial objectives. Thrivent offers advice through its Financial Planning Framework and Dedicated Planning Services, with a focus on insurance products, securities, and investment advisory services. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Visit Thrivent.com for more information on their services and professional designations.
Jim Yanez - Thrivent
Jim Yanez - Thrivent is a finance institution located at 12701 Metcalf Avenue, Overland Park, Kansas, United States. Licensed in multiple states including FL, IA, KS, MD, MO, NC, NE, TX, our goal is to help you keep your financial plans up to date and focused on what's important to you. When you meet with us, you can expect a respectful agenda and personalized attention to your needs. We offer a complementary initial analysis of your financial situation, followed by recommendations and a Retirement Score. Thrivent does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit our website for more information on our services and professional designations.
Jeff Kroenlein - Thrivent
Jeff Kroenlein - Thrivent is a financial institution located at 7270 West 98th Terrace, Overland Park, Kansas. They offer licensing for insurance products through the State Insurance Department's website and provide advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Nearby cities:
- Wichita
- Kansas City
- Olathe
- Lenexa
- Shawnee
- Leawood
- Garden City
- Leavenworth
- Pittsburg
- Liberal
- Prairie Village
- Derby
- Mission
- Atchison
- Fort Scott
- Merriam
- Colby
- Gardner
- Paola
- Bonner Springs
- Goodland
- Ulysses
- Hiawatha
- Scott City
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