LD
Louis A. Datilio
THRIVENT INVESTMENT MANAGEMENT
Mesa, AZ
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CRD#: 7738959
LD
Professional summary
Louis Anthony Datilio, who also goes by Lou Datilio, is a registered financial advisor currently at THRIVENT INVESTMENT MANAGEMENT INC. located in Mesa, Arizona.
Louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Louis has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lou Datilio
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.
USA GYMNASTICS POSITION: Junior developmental National Team Coach NATURE: USA Gymnastics is the national governing body as appointed by the International Olympic Committee.It's mission is to build community and culture of health, safety and excellence, where athletes can thrive in sports and life. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 1099 N. meridian St. Suite 800, Indianapolis IN 46204, United States DESCRIPTION: From USA Gymnastics Men's Program Rules and Policies (version 7.7.22):X. Junior National Coaching StaffThe Men's Junior National Coaching Staff (JNCS) is a made up of coaches and advisors operating under the guidance ofthe Men's Junior High Performance Coordinator. The mission of the JNCS is to provide linkage from the National Team& High-Performance Programs to the Regional Elite Development Programs in all nine regions. The members of theJNCS are entrusted to coordinate the Regional Elite Development Programs following the strategies and objectives setout in the High-Performance Plan to align our National Team program across the country. The JNCS does not determinepolicy or rules for the men's program, and therefore has no binding voting process.11.0 Compensation. No salary or other compensation shall be paid for serving as a member of the JNCS.? USA YOUTH FITNESS CENTER POSITION: Coach NATURE: I coach part time for the men's gymnastics program. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2019 ADDRESS: 1530 S Gilbert Rd, Gilbert AZ 85296, United States DESCRIPTION: Over see technical and physical development of junior competitive athletes. This position is open for me to "stop in" when my schedule allows. ARMY WEST POINT ATHLETICS ASSOCIASTION POSITION: Coach NATURE: Gymnastics camp coaching. This is a 4 day camp help annually in July. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/17/2024 ADDRESS: 639 Howard Rd, West Point NY 10996, United States DESCRIPTION: Coaching gymnastics and technical assitance. This is a 4 day camp held in July. I am planning on attending annually.
CRS (Client Relationship Summary) - RIA
Click below to view Louis Anthony Datilio's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Louis Anthony Datilio'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®
NoneExperience
Current
September 14, 2023 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #2: 2941 N Power Rd Suite 105, Mesa, AZ 85215RIA
BD
CRD#: 18387
Mesa, AZ
Current
August 24, 2023 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 2941 N Power Rd Suite 105, Mesa, AZ 85215RIA
BD
CRD#: 18387
MESA, AZ
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".
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
RR
Arizona(9/14/2023)
IAR
Arizona(9/14/2023)
RR
California(4/19/2024)
RR
Colorado(4/21/2025)
RR
Georgia(11/8/2024)
RR
Iowa(5/17/2024)
RR
Massachusetts(10/11/2023)
RR
Minnesota(11/8/2024)
RR
Nevada(10/24/2024)
RR
New Hampshire(11/10/2023)
RR
New York(11/10/2023)
RR
Texas(1/17/2024)
IAR
Texas(1/17/2024)
RR
Utah(8/1/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
THRIVENT INVESTMENT MANAGEMENT INC.
AAL CAPITAL MANAGEMENT CORPORATION | THRIVENT INVESTMENT MANAGEMENT INC. | FORTRESS DISTRIBUTORS, INC. | AAL DISTRIBUTORS INC.
CRD#: 18387 / SEC#: 801-29618, 8-36525
RIA
Registered Investment Advisory firm - SEC (5/18/1987 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
600 Portland Avenue South, Minneapolis, MN 55415
Phone number
+1 (800) 847-4836
Established
Delaware since 07/29/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,846
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THRIVENT FINANCIAL HOLDINGS, INC. | OWNER | |
| BIRR, THOMAS JOHN | VICE PRESIDENT | 4148092 |
| BOUSU, CALEB ANTHONY | DIRECTOR | 7877353 |
| CECERE, NICHOLAS M | DIRECTOR | 1513551 |
| GILCHRIST, TONIA NICOLE JAMES | CHIEF LEGAL OFFICER & SECRETARY | 4777233 |
| GOLIS, ANDREA CORIN | CHIEF COMPLIANCE OFFICER | 1401462 |
| JOHNSON, ARIKA VIKTORIA | DIRECTOR | 5580869 |
| JOHNSTON, PAUL ROBERTS | DIRECTOR | 2065882 |
| KLOSTER, DAVID JACOB | PRESIDENT | 2523240 |
| NORGARD, ANDREW DYLAN | TREASURER | 6868385 |
Regulatory assets under management
| Total Number of Accounts | 48,940 |
| AUM (Assets Under Management) | $ 17,499,525,490 |
Disclosures
| Regulatory Event | 8 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2024 | ||
| 01/25/2024 |
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.
