Neil Bellomy, financial advisor Scottsdale AZ

Neil Bellomy

CRD Number: 5077028
Current Firm: Thrivent Investment Management Inc.

Neil Bellomy (CRD# 5077028) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Scottsdale, AZ and has over 8 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.

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Professional Designations
Company Name Location Dates Years
Thrivent Investment Management Inc. Scottsdale, AZ May 2022 - Current < 1
Thrivent Financial 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
Contact Info for Neil C. Bellomy
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    13,498
    MILLIONS
  • Total Number of Accounts
    36,159
    ACCOUNTS
  • Average Account Value
    $373,299
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, WY

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