David Petz - Thrivent

David Petz - Thrivent is a finance institution located at 5930 East Pima Street in Tucson, Arizona, United States. The institution is licensed in multiple states including AZ, DC, IL, KS, MA, NY, OR, SD, TN, TX, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent, member FINRA and SIPC. The institution is a licensed agent/producer of Thrivent and a registered representative of Thrivent Investment Management, Inc.

Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. More information about Thrivent's financial advisors can be found on their website or through FINRA's Broker Check.

For information on professional designations and the requirements to earn them, visit Thrivent's website at https://www.thrivent.com/designations.