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Steven David Esala

Thrivent Investment Management Inc.

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About Steven David Esala

Steven Esala is an investment advisor representative with Thrivent Investment Management Inc. based in Satellite Beach, FL. Steven has been in the financial services industry since 1987. Steven is licensed in multiple states across the United States. Steven has multiple series licenses and passed several professional examinations, including Series 6, 7, 24, 26, 63, and 66. Steven is registered as a registered representative and an investment advisor representative in Florida.

Firm Information

Steven Esala 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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Steven Esala’s Registration & Firm History

FL

03/26/2009 - Present

Thrivent Investment Management Inc. (Satellite Beach FL)

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Licenses & Designations

BOTH

Issued 08/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2002

Series 24 - General Securities Principal Examination

BC

Issued 02/19/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2001

Series 7 - General Securities Representative Examination

BC

Issued 11/14/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven David Esala. Review regulatory record here.
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