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Paul Andrew Dahlgren

Thrivent Investment Management Inc.

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About Paul Andrew Dahlgren

Paul Dahlgren is a financial advisor in Louisville, Colorado with over 37 years of experience in the financial services industry. Paul is registered with Thrivent Investment Management Inc. Paul can provide portfolio management for individuals and financial planning services. Paul is also qualified to provide advice for churches and non-profit sharing retirement accounts.

Firm Information

Paul Dahlgren 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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Paul Dahlgren’s Registration & Firm History

CO

08/05/2002 - Present

Thrivent Investment Management Inc. (Louisville CO)

MN

11/13/1984 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/11/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 01/30/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/12/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Andrew Dahlgren.
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