David Urlaub, RICP®

David is a proud husband to Ellie, and dad to Heidi and Hanna. He joined Thrivent in 2019 and has created a financial planning practice based on relationships. David enjoys the challenges of crafting a unique plan for each individual, family, or organization that he works with. David graduated from Wartburg College in Waverly, Iowa, with a history degree, and has furthered his professional advancement with the RICP®, Retirement Income Certified Professional, earning this designation from The American College of Financial Services in 2021.

In addition to his role at Thrivent, David serves on the board of The Community Roundtable, an organization that brings together and serves Christian non-profit organizations throughout the Pikes Peak region. Community Roundtable seeks to increase education, collaboration, and resources across various organizations to further the missions of these ministries across the region, country, and world.

When not in the office, David can be found at various coffee shops throughout Colorado Springs, building relationships through a host of networking events, or finding some peace on a hiking trail in the Pikes Peak area. He has summitted six 14'ers, including Pikes Peak several times, and hopes to continue checking peaks off the list as his schedule allows. When on the trail, you'll always find him with his Goldendoodle, Bristol.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.