Unclaimed
Daniel Thomas Kapeller is a financial professional with Thrivent Investment Management Inc. based in St. Louis, Missouri. Daniel is a registered representative and investment advisor representative and is licensed to provide financial services in Missouri and Illinois. Daniel has been active in the financial services industry since May 19, 2024. Daniel is also a part-time employee for Delaware North Sportservice, a catering and food service company. Daniel has a strong background in customer service and is passionate about helping clients achieve 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.
1
2
MO
06/06/2024 - Present
Thrivent Investment Management Inc. (St Louis MO)
BOTH
Issued 06/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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