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Education & Accomplishments

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant
Retirement Income Certified Professional
MBA From Arizona State University, 2012
Bachelor of Arts from The University of Montana, 2002
Life & Health Insurance Licenses
FINRA Series 65 Uniform Investment Advisor
FINRA Series 07 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Exam

About Joseph Wollersheim

Growing up in Appleton, WI taught me the Midwest values of hard work, honesty, and the importance of community. As a young man, I felt compelled to “go west and explore,” which led me to the University of Montana, where I studied Communications, spent most weekends hiking, and met my wife, Ashley.

After graduation, a series of events took us to Washington, D.C., where I spent five years working in public policy while Ashley taught 1st grade in D.C. public schools. Before starting a family, we joined the Peace Corps, serving for two years in a small village in Mali, West Africa—living without running water or electricity. That experience gave me a deep appreciation for the blessings of life in the U.S. and a lasting sense of responsibility to give of our time, talent and treasures.

In 2010, we moved to Arizona, where we’re now raising our four energetic kids. As a family, we love hiking, cheering on the Green Bay Packers, and going out for ice cream. Ashley and I are actively involved with Living Streams Church and Phoenix Young Life.

Giving Back

Thrivent Builds with Habitat for Humanity - El Salvador, Nepal, Costa Rica, Nicaragua, Dominican Republic, and Guatemala
Young Life & YoungLives - Phoenix
Feed My Starving Children
Dreams & Hopes - Guatemala

Meet My Team

Mission Bridge Wealth Advisors

Mission Bridge Wealth Advisors

Title: Team Practice
Website: https://connect.thrivent.com/mission-bridge-wealth-advisors

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

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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