Unclaimed
Danny Powell is a financial advisor currently registered with Thrivent Investment Management Inc., specializing in investment advice for individuals and financial planning. Danny has been in the financial industry since 1993. Danny's previous employment includes positions at VSR FINANCIAL SERVICES, INC., Raymond James Financial Services, Inc., NatCity Investments, Inc., and National City Investments Corporation, among others. Danny holds Series 7, 24, and 65 licenses. Danny is based in Indianapolis, Indiana, and has a branch office location in Shelbyville, Indiana and Greenwood, Indiana.
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.
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2
IN
11/27/2024 - Present
Thrivent Investment Management Inc. (Shelbyville IN)
MO
06/28/2006 - 12/31/2012
VSR FINANCIAL SERVICES, INC. (OZARK MO)
MO
08/07/2003 - 07/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
OH
03/20/2000 - 08/04/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
03/20/2000 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
FL
08/27/1999 - 03/20/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
03/26/1997 - 09/03/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
01/24/1996 - 01/22/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/20/1995 - 02/13/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
06/08/1995 - 01/11/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
05/10/1994 - 05/19/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
04/24/1995 - 05/18/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
08/24/1993 - 05/12/1995
NATIONAL CITY INVESTMENTS CORPORATION
OH
08/26/1993 - 12/20/1993
MERCHANTS SECURITIES COMPANY (CLEVELAND OH)
MO
02/22/1993 - 08/30/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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