Donald Rosenberg, financial advisor Alpena MI
93 score

Donald Rosenberg

CRD Number: 5423842
Current Firm: Thrivent Investment Management Inc.

Donald Rosenberg (CRD# 5423842) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Alpena, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Feb 2008 - Current 8
Thrivent Investment Management Inc. Alpena, MI Sep 2007 - Current 9
Lafarge North America Alpena, MI Jan 1987 - Current 29
Lafarge North America Alpena, MI Jan 1987 - Nov 2007 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Donald P. Rosenberg
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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