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David Anderson Knechtle

Thrivent Investment Management Inc.

Georgetown, MA

CRD 6414284

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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 2024-01-22
MA RA APPROVED 2023-12-21
  • TX RA
    APPROVED_RES
    Since 2024-01-22
  • MA RA
    APPROVED
    Since 2023-12-21

Branch Locations

Georgetown, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gerald S. Jamgochian, Llc North Reading MA 01/2015 01/2017
National Planning Corporation North Reading MA 12/2015 10/2017
Securities America, Inc. North Reading MA 11/2017 01/2022
Securities America Advisors North Reading MA 11/2017 01/2022
Pin Wealth, Llc North Reading MA 01/2022 12/2023
Thrivent Investment Management Inc Dedham MA 12/2023 Present
Thrivent Financial Appleton WI 12/2023 02/2024
Thrivent Financial Appleton WI 02/2024 Present
  • 01/2015 → 01/2017
    Gerald S. Jamgochian, Llc
    North Reading, MA
  • 12/2015 → 10/2017
    National Planning Corporation
    North Reading, MA
  • 11/2017 → 01/2022
    Securities America, Inc.
    North Reading, MA
  • 11/2017 → 01/2022
    Securities America Advisors
    North Reading, MA
  • 01/2022 → 12/2023
    Pin Wealth, Llc
    North Reading, MA
  • 12/2023 → Present
    Dedham, MA
  • 12/2023 → 02/2024
    Thrivent Financial
    Appleton, WI
  • 02/2024 → Present
    Thrivent Financial
    Appleton, WI
Previous Registrations
  • 2022-01-11 → 2023-11-30
    Pin Wealth
    North Reading, MA
  • 2017-12-20 → 2022-01-18
    Securities America Advisors, Inc.
    South Hamilton, MA
    North Reading, MA
    North Reading, MA
    North Reading, MA
  • 2017-01-05 → 2017-11-09
    National Planning Corporation
    North Reading, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-17
  • S66 Uniform Combined State Law Examination
    2016-09-17
Other Names
  • David Knechtle
  • David A Knechtle

View on SEC IAPD

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