Matthew Buckery, MSF
Login to view DISC.Financial Advisor at Thrivent
📍 Appleton, Wisconsin, United States
Matthew is a Financial Advisor at Thrivent who provides personalized financial guidance. He holds a Masters degree from Liberty University and is equipped with Series 7 and Series 66 licenses, focusing on tailored strategies for retirement, estate, and investment planning to align with his clients values.
Read the full overview →Experience
2 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Appleton, Wisconsin, United States
Personality Overview
How Matthew shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Matthew cares about
Faith-Based Guidance
Integrates his faith into his professional philosophy, believing he can provide guidance and direction to help people navigate their financial journey.
Holistic Financial Planning
His expertise spans retirement income strategies, wealth management, estate planning, and tax efficiency, indicating a comprehensive approach to financial health.
Career
Work history
4-2024
Financial Advisor
Thrivent
8-2023
Associate Representative
Thrivent
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
10-2018 - 12-2019
Master's degree
Liberty University
9-2016 - 5-2018
Business Administration with a Concentration in IT
Goldey-Beacom College
9-2015 - 5-2016
Attended
Cairn University
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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