Jon Theeke
Wealth Advisor at Thrivent Financial | Naperville, Illinois, United States
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Jon Theeke, CFP, currently serves as a dedicated Wealth Advisor at Thrivent Financial, where he leverages his extensive industry experience to help clients achieve their unique financial goals. In his role, Jon works closely with individuals and families to develop personalized financial strategies that encompass retirement distribution planning, tax-efficient investing, and comprehensive wealth management. His approach emphasizes understanding each client’s specific circumstances and aspirations, ensuring tailored solutions that align with their long-term financial well-being.
At Thrivent, Jon has been instrumental in leading key projects focused on optimizing investment portfolios and enhancing client education around financial planning. His expertise in portfolio management and mutual funds allows him to craft diversified investment strategies designed to maximize growth while managing risk. Additionally, Jon’s deep knowledge of tax-efficient investing enables him to identify opportunities for clients to minimize tax liabilities and improve overall investment performance.
Jon’s commitment to professional development is reflected in his extensive licensing and accreditation, which empower him to offer a broad spectrum of financial products and services. Whether guiding clients through complex financial needs or providing ongoing customer service, he emphasizes transparency and collaboration, ensuring clients feel confident and informed at every stage of their financial journey. With a focus on wealth management, retirement planning, and investment strategies, Jon Theeke continues to be a trusted resource for clients seeking comprehensive financial solutions that support their future stability and growth.
Wealth Advisor at Thrivent Financial in October 2001 to Present
Associate Director of Exchange Traded Derivatives at UBS Investment Bank in January 1999 to December 2000
Market Analyst/Trader at Rock Trading in January 1991 to December 1998
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University of Illinois Urbana-Champaign, Bachelor of Arts (BA), August 1983 to August 1987
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Retirement Distribution Strategies
Tax Efficient Investing
LIfe Insurance Strategies
Charitable Gift Planning
Investments
Wealth Management
Financial Planning
Finance
Financial Services
Customer Service
Strategic Planning
Mutual Funds
Retirement Planning
Portfolio Management
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Discover more about Thrivent FinancialWhat is Jon Theeke Cfp email address?
Email Jon Theeke Cfp at [email protected] and [email protected]. This email is the most updated Jon Theeke Cfp's email found in 2026.
How to contact Jon Theeke Cfp?
To contact Jon Theeke Cfp send an email to [email protected] or [email protected]. (updated on January 09, 2025)
What company does Jon Theeke work for?
Jon Theeke works for Thrivent Financial
What is Jon Theeke's role at Thrivent Financial?
Jon Theeke is Wealth Advisor
What is Jon Theeke's Phone Number?
Jon Theeke's phone (217) ***-*242
What industry does Jon Theeke work in?
Jon Theeke works in the Financial Services industry.
Jon Theeke Email Addresses
Jon Theeke Phone Numbers
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