I'm a financial professional with over 11 years of experience helping individuals and families achieve their financial goals. In my practice I work as a member of a team that has over 50 years of experience serving clients. We help with, investing, managing assets for retirement or a large purchase, business exit planning, retirement income strategies, life insurance for a growing family, risk management, and budgeting to manage cash flow. My hope is that I can help my clients with their specific needs. How do we achieve this? By acknowledging that no two situations are the same so no two financial strategies should be either. I can work with you to craft a plan that makes sense for your lifestyle.
We believe everyone deserves a financial plan they can be confident about. It all starts with the right financial advisor.
Jackie McGhee
Financial Associate
I am a financial professional that has been with Thrivent for 20 years and a part of a team that has over 50 years of experience. We customize strategies to help our clients and their families achieve their financial goals.
We can help you with investing with a purpose, portfolio management, retirement income planning, tax-efficient strategies, risk management, life and disability insurance, extended care planning, budgeting, college funding and charitable giving. Our team looks forward in helping you develop a strategy that you feel confident about.
General Information |
| Firm Start Year: | 1904 | |
| States Licensed in: | AZ, ID, MN, NC, ND, NE, TX, WA |
| Number of Years with Current Firm: | 9 |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Your Home, Email, Phone, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health |
Firm Information |
| Advisor's Number of Clients: | 725 |
| Advisor's Number of Managed Clients: | 76 |
| Advisor's Number of Planning Clients: | 36 |
| Assets Managed by Advisor: | $75,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50000 |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
Education |
| Bachelor of Science - Mass Communications | Augsburg
- Minneapolis 09/01/2008-05/25/2012 |
Disclaimer |
| ©2024 Thrivent. All rights reserved. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRAs BrokerCheck for more information about our financial advisors. Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a clients financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
 |
 |
 |
 |
