Naples, FL Airport Rd N Office

Team
Updated today

Client AUM

$20,292,497,010

Clients

124,646

Advisors

2

Of 3,164 advisors across 1,415 offices

Location

3811 Airport Rd N

Naples FL 34105

Advisors at this office

2

Advisors at this office

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David C

Series 66

Naples, FL

Thrivent Investment Management

David Contessa is a financial advisor with Thrivent Investment Management in Naples, FL, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he served for 30 years with the Florida Highway Patrol. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad set of planning topics without including implementation. The firm combines planning with managed-account programs under a consolidated billing option while maintaining planning and asset management as separate services.

Business ownership considerations
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Steven M

Series 63, Series 66

Naples, FL

Thrivent Investment Management

Steven Mielke is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. 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 financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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