Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Luke Weltzin is a financial advisor with Thrivent Investment Management Inc. Daniel has been in the securities industry since March 23, 2018. Daniel has been registered with Thrivent Investment Management Inc. since November 5, 2020. Daniel has passed the Series 6, Series 63 and Series 65 exams. Daniel holds registrations in Minnesota and Wisconsin. Daniel has been involved with Woodlands Church since July 1, 2020 as a member of the board of elders.
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.
1
2
WI
11/05/2020 - Present
Thrivent Investment Management Inc. (STEVENS POINT WI)
WI
03/23/2018 - 09/08/2020
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IA
Issued 10/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Weltzin is the right advisor for you? Invested Better is here to help.
