Steven Bond, financial advisor Kutztown PA
89 score

Steven Bond

CRD Number: 5349655
Current Firm: Thrivent Investment Management Inc.

Steven Bond (CRD# 5349655) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Kutztown, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Sep 2013 - Current 3
Thrivent Investment Management Inc. Kutztown, PA Apr 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Jul 2013 - Sep 2013 < 1
Reinsel Kuntz Lesher LLP Wyomissing, PA Sep 2009 - May 2013 3
Brian Bond Kempton, PA Jun 2009 - Aug 2009 < 1
Shippensburg University Shippensburg, PA Jan 2008 - May 2009 1
Marks Sandwich Shop Kutztown, PA Jul 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Steven T. Bond
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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