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Wendy Laliberte Gonzales

Thrivent Investment Management Inc.

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About Wendy Laliberte Gonzales

Wendy Laliberte Gonzales is a financial advisor with Thrivent Investment Management Inc. Wendy has been in the financial industry since February 2013 and has a Series 6, 7, 63 and 65 license. Wendy is registered to provide investment advice in Kentucky, District of Columbia, Florida, Indiana, North Carolina, Ohio, Pennsylvania and Virginia. Wendy provides financial planning services and portfolio management for individuals. Wendy also serves as a Director for Cedar Lake Inc. which provides care and enrichment activities for mentally disabled adults.

Firm Information

Wendy Gonzales 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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Wendy Gonzales’s Registration & Firm History

KY

02/13/2018 - Present

Thrivent Investment Management Inc. (Louisville KY)

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Licenses & Designations

IA

Issued 04/11/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/15/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Laliberte Gonzales.
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