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Thane Jordan Blosser

Manning & Napier Advisors, LLC

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About Thane Jordan Blosser

Thane Jordan Blosser is an investment advisor representative with Manning & Napier Advisors, LLC. Thane has been in the industry since March 1, 2017 and holds both Series 66 and Series 7 licenses. Thane is registered in both New York and Ohio and has worked with a variety of firms in the past, including Raymond James Financial Services, Inc., LPL Financial LLC and U.S. BANCORP INVESTMENTS, INC. Thane specializes in working with clients on a variety of financial planning and investment needs, and is dedicated to providing professional, personalized service to help clients achieve their financial goals.

Firm Information

Thane Blosser is currently registered with Manning & Napier Advisors, LLC. Manning & Napier Advisors, LLC is an investment advisory firm based in Fairport, NY. The firm manages over $18 billion in assets for a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. The firm offers a variety of investment advisory services, including financial planning, pension consulting, portfolio management, and educational seminars. They have a strong focus on providing investment solutions that are tailored to the specific needs of their clients.
Manning & Napier Advisors, LLC

290 WOODCLIFF DRIVE

FAIRPORT, NY 14450

$18.49B

Assets Under Management

9

Total Clients

48

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mna may negotiate the fee for customized portfolios and services

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Thane Blosser’s Registration & Firm History

OH

03/21/2023 - Present

Manning & Napier Advisors, LLC (DUBLIN OH)

OH

04/29/2022 - 02/10/2023

U.S. BANCORP INVESTMENTS, INC. (CIRCLEVILLE OH)

OH

01/03/2022 - 04/20/2022

LPL FINANCIAL LLC (NEWARK OH)

OH

01/19/2017 - 01/24/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (Newark OH)

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Licenses & Designations

BOTH

Issued 10/06/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thane Jordan Blosser.
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