Davon A. Bultemeier
THRIVENT ADVISOR NETWORK
Hoagland, IN 46745
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CRD#: 4427313
Professional summary
Davon Alan Bultemeier, CFP®, who also goes by Davon Alan Bultemeier, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Hoagland, Indiana and THRIVENT INVESTMENT MANAGEMENT INC. located in Hoagland, Indiana.
Davon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Davon has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Davon Alan Bultemeier
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FAITHFUL LLC POSITION: Owner NATURE: Owns Office Building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2008 ADDRESS: 14812 1st Street, Hoagland IN 46745, United States DESCRIPTION: Maintenance of Building FIXED INSURANCE SALES POSITION: Agent NATURE: Selling/servicing Fixed Insurance contract INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2020 ADDRESS: 14812 1st St., Hoagland IN 46845, United States DESCRIPTION: Selling/servicing Fixed insurance contracts BULTEMEIER FARMS POSITION: Owner/Operator NATURE: Corn/Soybean Productions INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2010 ADDRESS: 17317 Marion Ctr Rd, Decatur IN 46733, United States DESCRIPTION: All things related to running a 400 ac corn/sorybean operation THRIVENT ADVISOR NETWORK, LLC DBA PASSAGE WEALTH POSITION: wealth advisor NATURE: affiliated retail investment advisory firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 07/27/2020 ADDRESS: 14812 1st, Hoagland IN 46745, United States DESCRIPTION: provide investment advisory services to retail clients CONCORDIA LUTHERAN HIGH SCHOOL POSITION: Board of Director NATURE: Lutheran High School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/25/2024 ADDRESS: 1601 St Joe Dr., Ft Wayne IN 46805, United States DESCRIPTION: Meet Qtrly to review policy and governance of $26 million dollar endowment. Oversite 3rd party investment firm
CRS (Client Relationship Summary) - RIA
Click below to view Davon Alan Bultemeier's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
July 28, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 14812 First Street, Hoagland, IN 46745RIA
CRD#: 304569
Hoagland, IN
Current
September 4, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 14812 1st Street, Hoagland, IN 46745RIA
BD
CRD#: 18387
Hoagland, IN
Past
July 30, 2020 - August 30, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Hoagland, IN
Past
March 26, 2003 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
HOAGLAND, IN
Past
October 25, 2001 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
HOAGLAND, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Indiana(7/28/2020)
RR
Indiana(9/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
