Donna
Bailey

Thrivent Investment Management Inc

CRD#7081809
Investment Advisor
in Greensburg, PA

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About this Advisor

Donna Bailey is a financial advisor operating out of Greensburg, Pennsylvania with 4 years of industry experience. Bailey is currently employed by Thrivent Investment Management Inc. Their career trajectory has included roles at The Bonton Stores, Inc, Gabrielbrothers, Gabriel Brothers, Thrivent Investment Management Inc and Thrivent Financial. Bailey maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Thrivent Investment Management Inc is an advisory firm headquartered in Minneapolis, MN. The company 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, making it one of the largest investment advisory firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth individuals who have at least $1 million in investable assets. Thrivent Investment Management Inc has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on the type of financial services offered. Fees billed by Thrivent Investment Management Inc likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

161 E Otterman St Ste 3
Greensburg, PA 15601

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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

Donna Bailey Work History

Donna has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2016 - 2018 (2 years)

The Bonton Stores, Inc

2014 - 2015 (1 year)

Gabrielbrothers

2013 - 2014 (1 year)

Gabriel Brothers

2012 - 2013 (1 year)

Gabriel Brothers

*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 Donna Bailey 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

Justin Bettinger
Albertville, MN
Nick Goins
Scottsdale, AZ
Margaret Carter
Chicago, IL
Robert Swearingen
Minneapolis, MN
Jason Eden
Bloomingdale, IL
Karen Newquist
Madison, WI
Michael Guizzetti
Appleton, WI
Tanya Dean
Mondovi, WI

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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