Unclaimed
John David Wright is a financial advisor with over 13 years of experience in the financial services industry. John has a Series 63, Series 65, Series 7, Series 24, Series 52, Series 53 and SIE license and is registered with Thrivent Investment Management Inc. John has been with Thrivent since 2012, and prior to that was with Wells Fargo Advisors, LLC. John's specialties include investment management for individuals, financial planning, and portfolio management for businesses. John is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MN
09/18/2015 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
12/20/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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