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David Contessa

Thrivent Investment Management Inc.

Naples, FL

Naples, FL

CRD 7038927

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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:

Current Employers
Thrivent Investment Management Inc.

600 Portland Avenue South, Minneapolis, MN 55415 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-08
FL RA APPROVED 2019-04-03
  • TX RA
    APPROVED_RES
    Since 2021-06-08
  • FL RA
    APPROVED
    Since 2019-04-03

Branch Locations

3811 Airport Rd N, Naples, FL 34105 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Highway Patrol Fort Myers FL 03/1988 12/2018
Thrivent Investment Management Inc Naples FL 01/2019 Present
Thrivent Financial Appleton WI 02/2019 06/2019
Thrivent Financial Appleton WI 06/2019 Present
  • 03/1988 → 12/2018
    Florida Highway Patrol
    Fort Myers, FL
  • 01/2019 → Present
    Thrivent Investment Management Inc
    Naples, FL
  • 02/2019 → 06/2019
    Thrivent Financial
    Appleton, WI
  • 06/2019 → Present
    Thrivent Financial
    Appleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2019-04-01
Other Names
  • David William Contessa

View on SEC IAPD

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