DN
CFP
DN
CFP

Daniel Nickodemus

35 Years of Experience
Chelsea, MI
1 DisclosureBroker

Daniel Nickodemus is a CFP-designated registered investment advisor at Thrivent Investment Management INC., based in Chelsea, MI, with 35 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

Loading...

Location

Chelsea, MI

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2018
Denied
Other Business Activities

Daniel serves on the board of directors for Historic Trinity, a non-profit organization, and as treasurer for Historic Trinity Lutheran Church. He also serves as a board member and secretary for the Travis Pointe Road Association, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Thrivent Investment Management INC.
March 2008 - Present · 18 yrs 2 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
January 2007 - December 2007 · 11 mos
Lutheran Brotherhood Securities CORP.Broker
November 1990 - July 2002 · 11 yrs 8 mos
State Registrations2 states
CAMI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.