Financial advisor reviews in Lakeville, Minnesota

Rebecca Devine - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Licensing information can be obtained through your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through 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 and member of FINRA and SIPC. Thrivent is a licensed agent/producer and registered representative of Thrivent Investment Management, Inc.

Josh Malwitz - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. We offer financial guidance tailored to your specific goals and values. Our licensed professionals operate in multiple states including AZ, FL, IA, IL, MN, NC, ND, NY, SD, TN, TX, and WI. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. We provide advice and guidance through our Financial Planning Framework, which includes a thorough review and analysis of your financial situation.