Michael D. Gerken, Cfp®, Chfc, Clu

Michael D. Gerken, Cfp®, Chfc, Clu Email and Phone Number

Wealth Advisor at Thrivent Financial @
Michael D. Gerken, Cfp®, Chfc, Clu's Location
Newton, North Carolina, United States, United States
Michael D. Gerken, Cfp®, Chfc, Clu's Contact Details

Michael D. Gerken, Cfp®, Chfc, Clu work email

Michael D. Gerken, Cfp®, Chfc, Clu personal email

n/a
About Michael D. Gerken, Cfp®, Chfc, Clu

Michael D. Gerken, Cfp®, Chfc, Clu is a Wealth Advisor at Thrivent Financial at Thrivent Financial. He possess expertise in education funding, wealth, retirement planning, uniform combined state law, iras and 15 more skills.

Michael D. Gerken, Cfp®, Chfc, Clu's Current Company Details
Thrivent Financial

Thrivent Financial

Wealth Advisor at Thrivent Financial
Michael D. Gerken, Cfp®, Chfc, Clu Work Experience Details
  • Thrivent Financial
    Wealth Advisor
    Thrivent Financial Oct 1993 - Present
    726 West C Street, Newton Nc 28658
    As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it. ApproachToday, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture. We'll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future. FocusI work with customers to help them with: Protecting financial future Saving and investing for financial goals Preparing for or living in retirement Estate strategies As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Thrivent Financial for Lutherans is a membership organization of Christians, not-for-profit financial services organization with more than 2 million member-owners. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $116 billion in assets under management and more than $9 billion in adjusted surplus (as of 2016), you can be confident in our financial strength and stability.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.

Michael D. Gerken, Cfp®, Chfc, Clu Skills

Education Funding Wealth Retirement Planning Uniform Combined State Law Iras Wealth Management Retirement Investment Advisory Fixed Annuities Mutual Funds Roth Ira Investment Strategies Wealth Accumulation Asset Allocation Financial Advisory 401k Finra Series 7 Finra Series 63 Finra Series 66 Estate Strategies

Michael D. Gerken, Cfp®, Chfc, Clu Education Details

Frequently Asked Questions about Michael D. Gerken, Cfp®, Chfc, Clu

What company does Michael D. Gerken, Cfp®, Chfc, Clu work for?

Michael D. Gerken, Cfp®, Chfc, Clu works for Thrivent Financial

What is Michael D. Gerken, Cfp®, Chfc, Clu's role at the current company?

Michael D. Gerken, Cfp®, Chfc, Clu's current role is Wealth Advisor at Thrivent Financial.

What is Michael D. Gerken, Cfp®, Chfc, Clu's email address?

Michael D. Gerken, Cfp®, Chfc, Clu's email address is mi****@****ent.com

What schools did Michael D. Gerken, Cfp®, Chfc, Clu attend?

Michael D. Gerken, Cfp®, Chfc, Clu attended Appalachian State University, Lenoir-Rhyne University.

What skills is Michael D. Gerken, Cfp®, Chfc, Clu known for?

Michael D. Gerken, Cfp®, Chfc, Clu has skills like Education Funding, Wealth, Retirement Planning, Uniform Combined State Law, Iras, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Mutual Funds, Roth Ira, Investment Strategies.

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