Skip to main content

Thrivent.com
MyThrivent
Broker Check

Home
About
Solutions
Insights

Home
About
Solutions
Insights
Contact Me
Thrivent.com
MyThrivent
Broker Check

About Tatjana Cumic

I learned early that hard work alone doesn’t guarantee security.

I grew up in Montenegro, where my family did everything right—worked hard, lived simply, and trusted that the future would take care of itself. Until it didn’t. When I was young, my father became suddenly disabled, and overnight our stability disappeared. There was no financial plan, no safety net, and no clear path forward—only uncertainty.

That experience changed how I see money and planning. I didn’t become a financial planner to create projections—I did it so people wouldn’t have to face life‑altering moments unprepared.

Today, I work with individuals and couples nearing or in retirement, helping them identify blind spots, plan for the unexpected, and build real confidence in their financial future. Because peace of mind doesn’t come from hoping things work out—it comes from knowing you have a plan when they don’t.

Education & Accomplishments

FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Securities Agent State Law Exam
Life and Health Insurance Licenses
Bachelor of Arts in Economics, University of Montenegro

Meet My Team

Rooted Financial Advisors

Rooted Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/rooted-financial-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.

Copyright: © 2026 Thrivent. All rights reserved.