Find a Financial Representative > MUSKEGO LAKES GROUP
 
 

MUSKEGO LAKES GROUP

Phone:  262-679-3280

 
muskegolakesgroup@thrivent.com
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Regional Financial Office:

SOUTH WISCONSIN REGION
 

Team Members*

Jeremy P Keil
Justin Cody "Cody" Klawitter
Paul S Matheson
Michael K Meyer
Charis A Meyer
 

Team Address*

W188 S7820 Racine Ave Suite #200
Muskego, WI  53150
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* Team Members tab has address information associated with each Financial Representative

*Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website.

  
 
  MUSKEGO

Role
Our team is here to help you achieve your financial goals.

Our team of financial professionals works together on your behalf. We are committed to building long-term relationships on a one-on-one basis. At the same time, you'll benefit from our combined knowledge and experience. We put your goals first. If you have a specific financial need, we can draw on the expertise of a specialist on our team. The result is a more in-depth level of service that ensures your specific financial concerns and goals are addressed-whenever you need assistance.

Our team can:

  • Provide you access to a broad range of specialized professional services.

  • Tailor strategies to fit with your financial goals.

  • Make it easier for you to help your congregation and your community.

  • Approach
    Today, it's common to have multiple financial goals and concerns. That's why we take a comprehensive 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.

    Thrivent Financial for Lutherans
    Thrivent Financial for Lutherans is a faith-based, not-for-profit financial services organization with approximately 2.5 million members. As the nation's largest fraternal benefit society, we help members be wise with money and live generously. With more than $82.2 billion in assets under management and more than $6.1 billion in adjusted surplus (as of January 1, 2013), you can be confident in our financial strength and stability.

     
     
     

    Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents of Thrivent Financial.

    Fee-based investment advisory services are available through qualified investment advisor representatives only.

     

     

    Appleton Office:
    4321 N. Ballard Road
    Appleton, WI 54919-0001 USA

    Minneapolis Office:
    625 Fourth Avenue S.
    Minneapolis, MN 55415-1624 USA

    Contact Us
    800-THRIVENT
    (800-847-4836)


    ABOUT SSL CERTIFICATES
    Awards
    World's Most Ethical Companies (Link opens in new window)

    Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Products issued by Thrivent Financial are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA (Link opens in new window) and SIPC (Link opens in new window) member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only.

    Trust and investment management accounts and services offered by Thrivent Trust Company are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

    ©1995- Thrivent Financial for Lutherans