Diane Stewart (CRD# 5425431) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harlan, IA and has over 16 years of experience in the finance industry.
CRD# 873728
Cambridge Investment Research Advisors, Inc.
CRD# 5617707
Edward Jones
CRD# 4630939
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton, WI | Oct 2007 - Current | 16 |
| Thrivent Investment Management Inc. | Harlan, IA | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- IA
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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