Neil Bellomy (CRD# 5077028) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry. Neil Bellomy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Scottsdale, AZ | May 2022 - Current | 1 |
| Thrivent Investment Management Inc. | Scottsdale, AZ | May 2022 - Current | 1 |
| Pruco Securities, LLC | Phoenix, AZ | Apr 2021 - May 2022 | 1 |
| Prudential Insurance Company Of America | Phoenix, AZ | Apr 2021 - May 2022 | 1 |
| Fidelity Brokerage Services LLC | Albuquerque, NM | Apr 2019 - Mar 2021 | 1 |
| Country Financial | Portland, OR | Jun 2015 - Apr 2019 | 3 |
| Usaa | Phoenix, AZ | Aug 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- AZ
- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- 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, WY
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