Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sonnenberg is a financial advisor with Thrivent Investment Management Inc., licensed to provide investment advice in Colorado, Texas, and Wyoming. Daniel has been working in the financial industry since 2022. His previous experience includes working with Edward Jones and Special Projects Group. Daniel has a Series 7TO, SIE, and Series 66 license, allowing him to provide a wide range of investment services, including financial planning and portfolio management for individuals.
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
WY
07/09/2024 - Present
Thrivent Investment Management Inc. (Cheyenne WY)
CO
04/04/2022 - 05/21/2024
EDWARD JONES (STERLING CO)
BOTH
Issued 04/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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