Mark Fontana, financial advisor Fort Myers FL
93 score

Mark Fontana

CRD Number: 1873528
Current Firm: Thrivent Investment Management Inc.

Mark Fontana (CRD# 1873528) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Myers, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Fort Myers, FL Jul 2011 - Current 5
Thrivent Financial For Lutherans Appleton, WI Jul 2011 - Current 5
Oppenheimer Fort Myers, FL Mar 2011 - Jul 2011 < 1
Thrivent Financial For Lutherans Ft Myers, FL Aug 2006 - Mar 2011 4
Thrivent Investment Mgmt Inc. Fort Myers, FL Aug 2006 - Mar 2011 4
Law Offices Of Nicholas J. Taldone Naples, FL Nov 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Mark J. Fontana
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • FL
  • TX
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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