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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fitzgerald Coldagelli is a financial advisor at Thrivent Investment Management Inc. John has been a registered investment advisor since 2013 and has over 17 years of experience in the financial industry. John is registered to provide investment advice in Minnesota, Arizona, Florida, Illinois, Iowa and Wisconsin. John earned his Series 7, 66 and SIE securities licenses.
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
12/19/2013 - Present
Thrivent Investment Management Inc. (SHAKOPEE MN)
MN
10/16/2009 - 03/29/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MANKATO MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (MANKATO MN)
MN
06/09/2005 - 08/12/2006
PIPER JAFFRAY & CO. (MANKATO MN)
BOTH
Issued 06/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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