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Daniel Scott Kluis

Thrivent Investment Management Inc.

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About Daniel Scott Kluis

Daniel Scott Kluis is a financial professional with experience in the financial services industry since 2008. Daniel is currently registered with Thrivent Investment Management Inc. as a Registered Representative. Daniel is also registered as an Investment Advisor Representative in California. Daniel is licensed to offer securities products and provide investment advice in California, Minnesota, and North Carolina. In addition to his current role, Daniel has previously held positions at HBW Securities LLC.

Firm Information

Daniel Kluis 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 Kluis’s Registration & Firm History

CA

06/22/2011 - Present

Thrivent Investment Management Inc. (CHICO CA)

CA

09/17/2007 - 12/31/2008

HBW SECURITIES LLC (CHICO CA)

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Licenses & Designations

IA

Issued 06/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/14/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Daniel Scott Kluis. Review regulatory record here.
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