DM
DM

Daniel Myers

21 Years of Experience
Cottage Grove, MN
1 DisclosureBroker

Daniel Myers is a registered investment advisor at Thrivent Investment Management INC., based in Cottage Grove, MN, with 21 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.

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Location

8750 90th St S, Cottage Grove, MN, 55016

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History

Regulatory History (1)
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Customer Dispute
February 2014
Closed-No Action
Other Business Activities

Daniel is a co-member of Bonanza Grove LLC, a commercial property management company, since 2015. He spends a few hours per week collecting rent, paying utilities, and maintaining the property.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2013 - Present · 12 yrs 6 mos
Thrivent Investment Management INC.Broker
August 2004 - Present · 21 yrs 9 mos
State Registrations17 states
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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.