Brady Zwiefelhofer
Wealth Advisor at Thrivent
- Role
- Wealth Advisor at Thrivent
- Location
- Eau Claire, WI, US
- LinkedIn followers
- 500 followers
About Brady Zwiefelhofer
I’m a financial professional with experience helping individuals and families reach their…
Experience
Wealth Advisor
Jul 2014 — Present · Eau Claire, WI, US
I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you grow your assets to preparing for retirement, I\'ll help you make informed decisions to stay on track with your goals.As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members\' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.I am licensed to do business in WI and MN.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
University of Wisconsin-Eau Claire
BS, Entrepreneurial Management, Professional Sales Marketing, and Finance
2007 — 2012
The American College of Financial Services
Master of Science in Financial Services (MSFS)
Skills
- Employee Relations
- Long Term Care Insurance
- Stock Strategies
- Wealth Strategies
- Economics
- Selling
- Risk Analysis
- Tax Efficiency
- Written Skills
- Problem Solving
- Operations Management
- Retirement Planning
- Team Building
- Executive Benefit Strategies
- Process Improvement
- Strategic Financial Strategies
- Life Insurance
- Finance
- Oral Communications
- Asset Strategies
- Customer Service
- Sales Management
- Iras
- Product Development
- Payroll
- Leadership Development
- Insurance
- Investment Strategies
- Alternative Investments
- Hiring
- Entrepreneurship
- Bonds
- Inventory Management
- Variable Annuities
- Charitable Gift Strategies
- 529 Plans
- Trust Services
- Financial Analysis
- Investments
- Teamwork
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