Michael Ghelardi, financial advisor Havertown PA
89 score

Michael Ghelardi

CRD Number: 6253611
Current Firm: Thrivent Investment Management Inc.

Michael Ghelardi (CRD# 6253611) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Havertown, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Mar 2014 - Current 2
Thrivent Investment Management Inc. Havertown, PA Oct 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Nov 2013 - Mar 2014 < 1
Unemployed Havertown, PA Aug 2013 - Oct 2013 < 1
Ernst & Young Philadelphia, PA Jan 2011 - Aug 2013 2
Marcum LLP Philadelphia, PA Sep 2009 - Dec 2010 1
Trenwith Group Philadelphia, PA Jul 2008 - Aug 2009 1
Buzzard Billys La Crosse, WI Jun 2007 - Jun 2008 1
Penn State University State College, PA Jun 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Michael P. Ghelardi
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • PA
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
89
Clean Record
This advisor has a clean track record with regulators.

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