Devon Balea, financial advisor Eden MD

Devon Balea

CRD Number: 7662331
Current Firm: Thrivent Investment Management Inc.

Devon Balea (CRD# 7662331) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eden, MD and has 1 year of experience in the finance industry.

Similar Advisors
Charles Adams, financial advisor Eden MD
Charles G. Adams
CRD# 6005366
Edward Jones
Similar Advisors
Mark Apolenis, financial advisor Eden MD
Mark E. Apolenis
CRD# 6118139
Eagle Strategies LLC
Similar Advisors
Kimberly Benton, financial advisor Eden MD
Kimberly J. Benton
CRD# 5967074
State Farm Investment Management Corp.
Company Name Location Dates Years
Thrivent Financial Appleton, WI Oct 2023 - Current < 1
Thrivent Investment Management Inc. Salisbury, MD Dec 2022 - Current 1
Thrivent Financial Appleton, WI Feb 2023 - Oct 2023 < 1
Bay Country Homes Salisbury, MD Jun 2019 - Mar 2023 3
Bay Country Homes Salisbury, MD May 2015 - Mar 2023 7
Comprehensive Financial Solutions Salisbury, MD Feb 2022 - May 2022 < 1
Salisbury University Salisbury, MD Feb 2016 - May 2022 6
Salisbury University Salisbury, MD Feb 2018 - May 2019 1
Bay Country Homes Salisbury, MD Jan 2013 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2023
Contact Info for Devon Balea
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    14,814
    MILLIONS
  • Total Number of Accounts
    42,439
    ACCOUNTS
  • Average Account Value
    $349,060
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.