Kwok Fung WongCRD Number: 6297309
Current Firm: Thrivent Investment Management Inc.
Kwok Fung Wong (CRD# 6297309) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Thrivent Financial||Appleton, WI||Feb 2015 - Current||2|
|Thrivent Investment Management Inc.||San Mateo, CA||Sep 2014 - Current||2|
|Thrivent Financial||Appleton, WI||Sep 2014 - Feb 2015||< 1|
|New York Life||San Francisco, CA||May 2014 - Sep 2014||< 1|
|Ipass Inc.||Redwood Shores, CA||May 2010 - May 2014||4|
|Covad Communications||San Jose, CA||Apr 2009 - May 2010||1|
|Covad Communications||San Jose, CA||Oct 2005 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
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