Stefan Morelli, financial advisor Lakewood CO
90 score

Stefan Morelli

CRD Number: 5944899
Current Firm: Thrivent Investment Management Inc.

Stefan Morelli (CRD# 5944899) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lakewood, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Oct 2011 - Current 5
Thrivent Investment Management Inc. Lakewood, CO Jul 2011 - Current 5
Susquehanna University Selinsgrove, PA May 2007 - May 2011 4
Golden High School Golden, CO May 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Stefan A. Morelli
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CO
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
90
Clean Record
This advisor has a clean track record with regulators.

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