John A. Ungerman,  CFP<sup>&reg;</sup> - Financial Advisor

John A. Ungerman, CFP®

Wealth Advisor

Thrivent Mutual Funds

2500 East High Street, Ste 620
Pottstown, PA 19464
(610) 970-4740


John Ungerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thrivent Mutual Funds in Pottstown, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources