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Mackenzie Willemsen

Advisor at Thrivent Investment Management

Updated today
Thrivent Investment Management logo

Firm

Thrivent Investment Management

Location

Waconia, MN 55387

Credentials

CFP®, ChFC®, Series 66

Industry experience

8 years

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Location

129 W Main St

Waconia, MN 55387

Most active in

Minnesota · Texas

Work history

Thrivent Investment Management

2025 - Present (1 year)

Thrivent Financial

2025 - Present (1 year)

Ameriprise

2023 - 2025 (2 years)

Thrivent Financial

2017 - 2023 (6 years)

Thrivent Financial

2017 - 2017 (1 year)

Thrivent Investment Management Inc

2017 - 2023 (6 years)

Target Corp.

2017 - 2017 (1 year)

Target Corp.

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
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Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
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Judd A

Series 65

Long Lake, MN

Paratus Wealth Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Konnor T

CFP®, Series 63, Series 66

Mound, MN

Wealth Den Financial

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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Jed O

Series 65

Excelsior, MN

Bridgehaven Capital Management LLC

Business exit / sale strategy
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Matthew S

Series 66

Long Lake, MN

LIV Wealth Management

Cash flow / budgeting Debt management Retirement income strategy Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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