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Gregory R
ChFC®, Series 63, Series 66
Red Wing, MN
Thrivent Investment Management
Gregory Roe is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses, with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he works as a health insurance agent assisting clients with Medicare supplement and Part D plans. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written, goal-based recommendations on a wide range of financial planning topics without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan, focusing on holistic and individualized client services.
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