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David M Wittenberg

Advisor Image
David M Wittenberg
Associate Financial Advisor
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CFP®, FIC
Part of the Stonebridge of Bloomington practice
Higher Education Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About David Wittenberg
About David Wittenberg

When I joined Thrivent Financial, I knew I wanted to make an impact and take on the responsibility of helping my members make wise financial decisions so that they can live generously. I feel guiding with the heart of an educator is an important part of my role.


Prior to joining Thrivent Financial, I held management and leadership positions in retail, and was part of a team that held educational seminars to educate employees about their group benefits and retirement plan options available.


I hold a bachelor’s degree from Minnesota State University-Mankato. I live in Eagan with my wife, Jessica, daughters Addison and Britta and energetic dog, Taos. In my free time, I enjoy being outdoors hiking, biking, snowboarding and golfing.

Giving back to our south metro community
Giving back to our south metro community
  • Heart for hunger-volunteer
  • Habitat for humanity-volunteer
  • Thrivent action teams-volunteer
  • Simon says give
  • Feed my starving children-volunteer
Education & Accomplishments
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance licenses
  • Bachelor of Science-Minnesota State University, Mankato
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #17405773)
  • California(Insurance Lic. #0M06886)
  • Florida
  • Iowa
  • Maryland
  • Minnesota
  • Texas
  • Wisconsin

Insights

Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
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Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
Office location
Bloomington Location
7801 East Bush Lake Rd Suite 460
Bloomington, MN 55439
Phone952-358-3448Hours
M – F: 9 a.m. – 5 p.m.
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.

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.