Mark Carbaugh, financial advisor Fort Wayne IN
93 score

Mark Carbaugh

CRD Number: 3021593
Current Firm: Thrivent Investment Management Inc.

Mark Carbaugh (CRD# 3021593) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fort Wayne, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 14
Thrivent Investment Management Inc. Ft Wayne, IN Jul 2002 - Current 14
Thrivent Financial Bank Ft Wayne, IN Nov 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Mark D. Carbaugh
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • IN
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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