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Daniel Lee Jordan

Thrivent Investment Management Inc.

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About Daniel Lee Jordan

Daniel Jordan is a financial advisor with Thrivent Investment Management Inc. Daniel has been in the industry since 2007 and holds Series 6, 7TO, SIE and Series 66 licenses. Daniel is registered with the state of Minnesota and has experience working with individuals, high net worth individuals, corporations and churches.

Firm Information

Daniel Jordan 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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Daniel Jordan’s Registration & Firm History

MN

05/23/2024 - Present

Thrivent Investment Management Inc. (Rochester MN)

MN

03/26/2007 - 03/17/2010

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)

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Licenses & Designations

BOTH

Issued 05/22/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2024

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lee Jordan.
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