Neil
Bellomy

Thrivent Investment Management Inc

CRD#5077028
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Neil Bellomy is a certified financial planner and chartered financial consultant who works in Scottsdale, Arizona with 1 year of relevant experience. Bellomy is currently employed by Thrivent Investment Management Inc. The advisor has gained experience at Country Financial, Fidelity Brokerage Services LLC, Pruco Securities, LLC, Prudential Insurance Company Of America, Thrivent Investment Management Inc, Thrivent Financial and Usaa. Bellomy holds Series 65, Series 63 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Texas. Thrivent Investment Management Inc is a registered investment business headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 financial advisors. It manages $13 billion in total assets between its 40,990 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. Thrivent Investment Management Inc offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice depend on the type of financial services provided. However, fees billed by Thrivent Investment Management Inc most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

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

Neil Bellomy Work History

Neil has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Thrivent Investment Management Inc

2022 - Present (2 years)

Thrivent Financial

2021 - 2022 (1 year)

Pruco Securities, LLC

2021 - 2022 (1 year)

Prudential Insurance Company Of America

2019 - 2021 (2 years)

Fidelity Brokerage Services LLC

2015 - 2019 (4 years)

Country Financial

2008 - 2015 (7 years)

Usaa

*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 Neil Bellomy 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

Melissa Murphy
Appleton, WI
Daniel Demers
Stevens Point, WI
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Paul Hawkins
Blue Springs, MO
Janine Amundson
Minneapolis, MN
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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