Unclaimed
Daniel Larson is a registered investment advisor representative with Thrivent Investment Management Inc. Daniel is licensed to provide financial advice in multiple states. Daniel’s experience in the industry dates back to July 2014. Daniel holds licenses for both the Series 63 and Series 66 exams. In addition to his State exams, Daniel holds the Series 7 exam and the Securities Industry Essentials (SIE) Exam. Daniel provides financial advice to a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Daniel is committed to providing personalized financial advice to help his clients reach their financial goals.
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
MN
02/08/2016 - Present
Thrivent Investment Management Inc. (New Hope MN)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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