Diana Lonbeck, financial advisor Tucson AZ
89 score

Diana Lonbeck

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Diana M. Lonbeck
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • AZ
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
89
Clean Record
This advisor has a clean track record with regulators.

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