Estero, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$20,292,497,010
ClientsTotal clients
124,646
AdvisorsAdvisors at this office
2
Of 3,164 advisors across 1,415 offices
Location
Estero FL
Advisors at this office
2
Advisors at this office
Joseph S
ChFC®, Series 63, Series 66
Estero, FL
Thrivent Investment Management
Joseph Stepanek is a financial advisor with Thrivent Investment Management in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he also works as a property casualty agent, providing home and auto insurance services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without providing portfolio management for institutional clients. Their approach includes holistic analyses and annual reviews, combining planning with managed-account programs while keeping these services separate.
Joseph M
Series 63, Series 65
Estero, FL
Thrivent Investment Management
Joseph Miscia Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.
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