Unclaimed
David Steubing is a financial advisor in San Antonio, Texas, with over 25 years of experience in the financial services industry. David is currently registered with Thrivent Investment Management Inc. and has been with them since 2002. Prior to that, David worked for Lutheran Brotherhood Securities Corp in Minneapolis, Minnesota. David Steubing is a licensed Investment Advisor Representative (IAR) in the state of Texas. David's current focus is on providing financial planning and portfolio management services to individual clients. David is also registered with the state of Texas as a Registered Representative (RR).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
05/25/2006 - Present
Thrivent Investment Management Inc. (San Antonio TX)
MN
01/26/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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