wiseradvisor


Brady Zwiefelhofer, CLTC®, CLU®, CFP®, AEP®, ChFC®, RICP®, FIC
Thrivent Financial

Tel: 715-514-1540
705 Bay Street Suite 2D
Chippewa Falls, WI 54729
Thrivent Financial | Financial Advisor in Chippewa Falls ,WI

Thrivent Financial


About Brady Zwiefelhofer

As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in retirement planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself - and to share.

My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have.

In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.


About Thrivent Financial

We are much more than insurance and financial services. We are a not-for-profit membership organization of Christians. For more than 100 years, we have helped our members be wise with money and be good stewards of the gifts God has given them.

We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance

My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.

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General Information

Firm Start Year:   2014
No.of Employees:   2-4
Number of Years with Current Firm:   6
Work with the following types of clients:   Non-Profit Organizations, Investment Clubs, Individual Investors, Businesses
Advisory Services Provided:   Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Services

Investment Types:   Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Options & Futures, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Via Phone, Via Email, Your Office, Our Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Communities Served

Altoona Bloomer
Boyd Cadott
Colfax Cornell
Eau Claire Elk Mound
Fall Creek Holcombe
Jim Falls New Auburn
Stanley

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