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Gene Georg Bergmeier

Thrive Financial Management

Monument, CO

CRD 7554239

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Employer firm

Thrive Financial Management CRD 321872

$4.50M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Thrive Financial Management

Monument, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

Monument, CO • 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
Thrive Financial Management Llc Monument CO 01/2022 Present
Lockheed Martin Colorado Springs CO 12/2000 05/2023
Odyssey Systems Colorado Springs CO 11/2023 Present
Sweet Investments, Inc. Colorado Springs CO 01/2000 Present
  • 01/2022 → Present
    Thrive Financial Management Llc
    Monument, CO
  • 12/2000 → 05/2023
    Lockheed Martin
    Colorado Springs, CO
  • 11/2023 → Present
    Odyssey Systems
    Colorado Springs, CO
  • 01/2000 → Present
    Sweet Investments, Inc.
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15

View on SEC IAPD

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