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Dana Nicole Utgard

Thrivent Investment Management Inc.

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About Dana Nicole Utgard

Dana Utgard is a financial advisor with Thrivent Investment Management Inc., who has been in the industry since 2016. Dana has a Series 7 and Series 66 license and a SIE license. Dana is registered with the state of Nevada as both a Broker/Dealer and Investment Advisor. Dana is currently based out of the Las Vegas office of Thrivent Investment Management Inc. Previously, Dana worked for CETERA ADVISORS LLC. Dana has worked for several educational institutions including the College of Southern Nevada, the University of Nevada, Las Vegas and the Thrivent Financial. Dana is a member of the Moapa Valley Rotary Club. Dana provides a variety of financial services for individuals and businesses including financial planning and portfolio management.

Firm Information

Dana Utgard is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Utgard’s Registration & Firm History

NV

08/11/2021 - Present

Thrivent Investment Management Inc. (Las Vegas NV)

NV

10/27/2016 - 07/23/2021

CETERA ADVISORS LLC (OVERTON NV)

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Licenses & Designations

BOTH

Issued 08/21/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dana Nicole Utgard.
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