Unclaimed
Daniel Allen Bacon has been a registered representative for over 29 years. Daniel is registered with Thrivent Investment Management Inc. and currently holds the Series 6, Series 63 and SIE licenses. Daniel has specialized in providing financial planning and portfolio management for individuals. Daniel is located at the Thrivent Investment Management Inc. branch office in STORM LAKE, IA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
11/04/1993 - Present
Thrivent Investment Management Inc. (STORM LAKE IA)
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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