Unclaimed
Daniel Athmann is a registered representative with Thrivent Investment Management Inc., who has been in the industry since 2016. Daniel Athmann has professional licenses in Arizona, Minnesota, Texas, California, Florida, North Dakota, South Dakota, and Wisconsin. Daniel Athmann holds the Series 66, SIE, and Series 7 securities licenses. Daniel Athmann is a financial advisor who provides financial planning and portfolio management services to individuals and businesses. In addition to working as a financial advisor, Daniel Athmann owns rental property in Mesa, AZ.
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
MN
11/29/2021 - Present
Thrivent Investment Management Inc. (EAGAN MN)
BOTH
Issued 03/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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