Diana LonbeckCRD Number: 6218668
Current Firm: Thrivent Investment Management Inc.
Diana Lonbeck (CRD# 6218668) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tucson, AZ and has over 3 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2013 - Current||3|
|Thrivent Investment Management Inc.||Tucson, AZ||Aug 2013 - Current||3|
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2013 - Dec 2013||< 1|
|Bmo Harris Bank||Tucson, AZ||Nov 2009 - Oct 2013||3|
|Bbva Compass||Tucson, AZ||Jan 2007 - Nov 2009||2|
|Indymac Bank||Covina, CA||Aug 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 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