Kwok Fung Wong, financial advisor San Mateo CA
88 score

Kwok Fung Wong

CRD 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.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Feb 2015 - Current 1
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
Contact Info for Kwok Fung Wong
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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