Steven BondCRD 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 4 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Sep 2013 - Current||4|
|Thrivent Investment Management Inc.||Kutztown, PA||Apr 2013 - Current||4|
|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|
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- 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