Sherri Halverson -Thrivent

Sherri Halverson -Thrivent At Thrivent, we believe money is a tool, not a goal. Contact me directly if you have questions.

Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given. Thrivent financial professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), cr...
06/23/2026

Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.

For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!
06/21/2026

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

With every interaction, I aim to empower my clients, providing confidence and tools needed throughout their journey. htt...
06/16/2026

With every interaction, I aim to empower my clients, providing confidence and tools needed throughout their journey.
https://bit.ly/43J1sgy

See thrivent.com/social for additional disclosures

Let’s build a plan that supports your future—and your purpose.📞 Start the conversation today: (920) 646-3017See thrivent...
06/09/2026

Let’s build a plan that supports your future—and your purpose.
📞 Start the conversation today: (920) 646-3017

See thrivent.com/social for additional disclosures.

Visit my website for more information--->https://bit.ly/4u9Zn7YSee thrivent.com/social for additional disclosures.
06/02/2026

Visit my website for more information--->https://bit.ly/4u9Zn7Y

See thrivent.com/social for additional disclosures.

05/30/2026

Breakfast anyone!? What an amazing way to start the day.

I would love to start my day with this view. How about you?

Taxes can diminish investment returns if not considered in planning. A tax-efficient portfolio focuses on asset location...
05/26/2026

Taxes can diminish investment returns if not considered in planning. A tax-efficient portfolio focuses on asset location, income generation, and timing of gains to maximize returns.
Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them.

For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional

To all who served and sacrificed for our freedom, thank you.
05/25/2026

To all who served and sacrificed for our freedom, thank you.

Together, we’ll build a financial strategy rooted in your values—one that strengthens where you are today and helps prot...
05/19/2026

Together, we’ll build a financial strategy rooted in your values—one that strengthens where you are today and helps protect where you’re going tomorrow.

See thrivent.com/social for additional disclosures.

Markets change—but a well-diversified portfolio is designed to adapt.It’s not about timing the market, it’s about buildi...
05/12/2026

Markets change—but a well-diversified portfolio is designed to adapt.
It’s not about timing the market, it’s about building a strategy that can weather it.

See thrivent.com/social for additional disclosures.

Address

1239 W. Washington Avenue
Cleveland, WI
53015

Opening Hours

Monday 4am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19206463017

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