David
Saul

Thrivent Investment Management Inc

CRD#4874751
Investment Advisor
in Bloomsburg, PA

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About this Advisor

David Saul is a financial advisor who works in Bloomsburg, Pennsylvania who has 18 years of industry experience. Saul is an advisor for Thrivent Investment Management Inc. Over the course of their career, they have held roles at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Saul maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Thrivent Investment Management Inc is a company headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 financial advisors. It administers $13 billion in assets between its 40,990 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 40,990 accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on the financial services offered. Fee types charged by Thrivent Investment Management Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

417 W Main St
Bloomsburg, PA 17815

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

PA Average: 157
Total Number of Accounts

40,990

PA Average: 8,262
Average Account Size

$304,709

PA Average: $640,173

Investment Advisory Services

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

David Saul Work History

David has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Thrivent Financial For Lutherans

2004 - Present (20 years)

Thrivent Investment Management Inc

*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 David Saul 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
Paul Hawkins
Blue Springs, MO
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL
Michael Guizzetti
Appleton, WI
Robert Swearingen
Minneapolis, MN
Julie Pressnell
Tampa, FL
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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