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TOP 30 Money market accounts in Waukesha, WI
2 results found
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Katie Cavanaugh - Thrivent
Katie Cavanaugh - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. As a Financial Advisor, Katie's mission is to help clients achieve financial clarity and create a better future for themselves, their families, and their communities. She works with purpose-driven clients to develop personalized financial strategies that align with their values. Katie believes that money is a tool to build a secure future and serves clients in a 5-state region. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc.
Jeffrey Sitzman - Thrivent
Jeffrey Sitzman - Thrivent is a finance institution located at 20935 Swenson Drive in Waukesha, Wisconsin, United States. At Thrivent, they believe that money is a tool, not a goal, and are committed to helping people achieve financial clarity for today and the future. The institution offers guidance to help individuals pursue their lifelong dreams while supporting causes they care about. They are available for appointments on Mondays from 9 a.m. to 4 p.m. and 7:30 p.m. to 9:00 p.m., and on Wednesdays from 10 a.m. to 4:00 p.m. and 7:30 p.m. to 9:00 p.m. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for these services. Thrivent offers advice and guidance through its Financial Planning Framework, and clients can further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.
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