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Lisa Mack Dargontina

Thrivent Investment Management Inc.

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About Lisa Mack Dargontina

Lisa Mack Dargontina is a financial advisor registered with Thrivent Investment Management Inc. Lisa has been in the industry since June 2002. She is registered in the state of Minnesota, and holds Series 66, Series 63, Series 24, and Series 7 licenses. Lisa is an investment advisor representative, and is qualified to provide financial planning and portfolio management for individuals. Lisa's previous employment included LPL Financial LLC and Raymond James Financial Services, Inc.

Firm Information

Lisa Dargontina is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Dargontina’s Registration & Firm History

MN

11/19/2021 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MN

08/29/2003 - 06/30/2021

LPL FINANCIAL LLC (ST. PAUL MN)

FL

06/06/2002 - 08/19/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Mack Dargontina.
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