Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark David Carbaugh

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark David Carbaugh

Mark Carbaugh is a financial advisor currently registered with Thrivent Investment Management Inc.. Mark has been in the financial services industry for over 20 years, and has been registered in Indiana since 1998. Mark has a strong track record of helping individuals and families achieve their financial goals. Mark is committed to providing his clients with personalized advice and guidance.

Firm Information

Mark Carbaugh 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Carbaugh’s Registration & Firm History

IN

07/26/2007 - Present

Thrivent Investment Management Inc. (Fort Wayne IN)

Not sure if Mark David Carbaugh is right for you?

Licenses & Designations

BOTH

Issued 07/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark David Carbaugh.
Not sure if Mark David Carbaugh is right for you?