Diana
Bagley

Thrivent Investment Management Inc

CRD#7125886
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Diana Bagley is a financial advisor based out of Scottsdale, Arizona with 3 years of industry experience. Bagley is on the advisory team at Thrivent Investment Management Inc. Over the course of their career, they have held roles at United States Census Bureau, Lifetyme Financial Advisors, LLC, Lifetyme Financial Group LLC, Gateway Mortgage Group, Homemaker, Independent School District #196, H&R Block, Thrivent Investment Management, Inc and Thrivent Financial. Bagley holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Thrivent Investment Management Inc is a company based in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 employees. It oversees $13 billion in total assets between its 40,990 client accounts, placing it among the largest firms in the country by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth clients who have at least $1 million in assets. The company offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice are based on which services the firm provides the client. Fees billed by Thrivent Investment Management Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14850 N Scottsdale Rd, Suite 395
Scottsdale, AZ 85254

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

AZ Average: $5,289,111,388
Total Number of Employees

3,548

AZ Average: 157
Total Number of Accounts

40,990

AZ Average: 8,262
Average Account Size

$304,709

AZ Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Diana Bagley Work History

Diana has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Thrivent Financial

2020 - Present (4 years)

Thrivent Investment Management, Inc

2020 - 2020 (< 1 year)

United States Census Bureau

2020 - 2021 (1 year)

Thrivent Financial

2019 - 2020 (1 year)

Lifetyme Financial Advisors, LLC

2019 - 2020 (1 year)

Lifetyme Financial Group LLC

2018 - 2019 (1 year)

Gateway Mortgage Group

2018 - 2018 (< 1 year)

Homemaker

2017 - 2018 (1 year)

Independent School District #196

2017 - 2018 (1 year)

H&R Block

2001 - 2017 (16 years)

Homemaker

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Diana Bagley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Sara Meyer
Asheville, NC
Erich Lehmann
La Grange, TX
Julie Pressnell
Tampa, FL
Karen Newquist
Madison, WI
Tanya Dean
Mondovi, WI
Daniel Demers
Stevens Point, WI
Robert Swearingen
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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