Melissa Hofmeister is a Financial Advisor with Thrivent, serving clients in Muskego and Greater Milwaukee, Wisconsin with retirement income planning, investment management, and financial planning services.
Melissa Hofmeister is a Financial Advisor with Thrivent, offering financial advice focused on your goals and values. She grew up in a small town in rural Wisconsin where her self-employed parents taught her that even the smallest financial decisions can have a big, lasting impact.
Now a resident of Muskego, WI, and a UW-Platteville alum, Melissa works with clients across the country, helping them build a life rooted in their values. She specializes in retirement income planning, investment management, protecting loved ones against the impact of extended care, death, and disability, charitable giving, and college planning.
Multiple professional designations (RICP, CLTC, BFA, CEPA)
Deep Wisconsin roots with small-town values
Community involvement through Catapult nonprofit board
Part of Thrivent's comprehensive financial services
Free money coaching available
Services
Retirement Income Planning
Strategic planning to help ensure a secure and sustainable retirement income, including Social Security optimization and income distribution strategies.
Social Security PlanningIncome DistributionRetirement Strategy
Investment Management
Professional investment management services to help grow and protect your wealth over time.
Portfolio ManagementAsset AllocationETFs
Insurance Products
Life insurance and disability income insurance products to protect your loved ones.
Life InsuranceDisability Income InsuranceLong-Term Care Strategy
Charitable Giving Planning
Strategies to maximize your charitable impact while achieving your financial goals.
Education savings strategies and planning to help families prepare for future educational expenses.
Education Savings529 PlansCollege Funding
Free Money Coaching
Complimentary financial coaching services to help clients get started on their financial journey.
Financial BasicsGoal SettingBudgeting
Credentials & Certifications
Retirement Income Certified Professional (RICP)
Certification in Long-Term Care (CLTC)
Behavioral Financial Advisor (BFA)
Certified Exit Planning Advisor (CEPA)
FINRA Series 7 General Securities Representative
FINRA Series 66 Uniform Combined State Law
Life and Health Insurance Licenses
Frequently Asked Questions
What services does Melissa Hofmeister offer? +
Melissa offers retirement income planning, investment management, insurance products (life, disability, long-term care), charitable giving planning, college planning, and free money coaching through Thrivent.
What are Melissa's professional credentials? +
Melissa holds the RICP (Retirement Income Certified Professional), CLTC (Certification in Long-Term Care), BFA (Behavioral Financial Advisor), and CEPA (Certified Exit Planning Advisor) designations, along with Series 7 and Series 66 licenses.
Where is Melissa Hofmeister located? +
Melissa is located in Muskego, Wisconsin, and serves clients in the Greater Milwaukee area and across the country.
Thrivent financial advisors and professionals do not provide legal, accounting or tax advice. They recommend consulting with your attorney or tax professional for such matters.
What is Thrivent? +
Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Not all products are available in all states.
