Wendy Lee Gonzales Davis

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → Present
  Thrivent Investment Management Inc
  Louisville, KY
• 05/2013 → Present
  Thrivent Financial For Lutherans
  Appleton, WI

Other Businesses

CEDAR LAKE INC POSITION: Director NATURE: Provide care, enrichment activities, and housing for mentally disabled adults. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 9901 Linn Station Rd, Suite 901, Louisville KY 40223, United States DESCRIPTION: Meet regularly and discuss issues pertaining to Cedar Lake--staffing issues, program issues, etc. I am on the Governance committee that is responsible for interviewing and providing names of potential new board members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-11
• S63 Uniform Securities Agent State Law Examination
  2013-02-25

Other Names

• Wendy L Gonzales
• Wendy Laliberte Gonzales
• Wendy Laliberte Gonzales Davis
• Wendy Gonzales Davis