Youa Y Lee, Financial Advisor

Financial advisor with Thrivent

Address

2300 Grand St NE Minneapolis MN 55418

GPS

45.011313155483, -93.270096609197

Telephone


I am a financial advisor with Thrivent where I help clients organize, plan for and invest in their financial goals. Prior to Thrivent, I worked in banking for many years of my career serving and educating low-income communities on how to acquire and build their credit, save for their future and plan for the unexpected. Anytime I am not working, I am either on the golf course or tennis courts. I am an avid traveller and love to explore quaint small towns all over Minnesota, Wisconsin, and the U.P. of Michigan with my significant other.

I am a Senior Brokerage Operations Specialist with Advisor Group, where I assist over 9,500 financial advisors with over $518.9 billion in assets under management across the nation to have more efficient and accurate business operations such as asset movement, management, and alternative investment processing. I am also serving as a board member with Exodus Lending advocating and legislating for interest rate caps for Minnesotans to get out of payday lending debt.

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