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Daniel Gerard Thelen

Ancora Advisors LLC

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About Daniel Gerard Thelen

Daniel Gerard Thelen is a financial advisor with Ancora Advisors LLC, where he has been working since August 2012. Daniel has been in the financial industry since April 2003. He has also previously worked at Safeguard Securities, Inc. and Loomis Sayles Distributors, L.P. Daniel holds a Series 7, Series 63 and SIE licenses, is a Chartered Financial Analyst (CFA) and is registered in Michigan and Ohio. Daniel specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Daniel Thelen is currently registered with Ancora Advisors LLC. Ancora Advisors LLC is an investment advisor located in MAYFIELD HEIGHTS, OH, with 36 investment advisory professionals and over $4 billion in regulatory assets under management. The firm provides portfolio management services to a range of clients, including corporations, individuals, investment companies, and pooled investment vehicles. Ancora Advisors also offers insurance and credit and cash management solutions.
Ancora Advisors LLC

6060 PARKLAND BOULEVARD

MAYFIELD HEIGHTS, OH 44124

$4.35B

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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insurance & credit and cash management solutions

Insurance & credit and cash management solutions

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Revenue sharing with frs, and on credit and cash mgmt solutions

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Daniel Thelen’s Registration & Firm History

OH

01/06/2024 - Present

Ancora Advisors LLC (MAYFIELD HEIGHTS OH)

OH

03/15/2013 - 12/31/2015

SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)

MI

02/01/2002 - 01/05/2012

LOOMIS SAYLES DISTRIBUTORS, L.P. (BLOOMFIELD HILLS MI)

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Licenses & Designations

BC

Issued 01/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Gerard Thelen.
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