Unclaimed
Paul Dana Johnson is a registered investment advisor representative with Thrivent Investment Management Inc. Paul has been in the industry since 2012 and has a Series 6, 7, 63, and 65 license. Paul has over 20 years of experience in the coffee industry and has owned The Liquid Bean since 1993. Paul provides financial planning and portfolio management services to individuals. Paul is registered in Arizona, Florida, Minnesota, North Dakota, South Dakota, and Washington.
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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ND
01/14/2017 - Present
Thrivent Investment Management Inc. (GRAND FORKS ND)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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