Daniel Kluis
Daniel Kluis is a registered investment advisor at Thrivent Investment Management INC., based in Chico, CA, with 18 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
48 Bellarmine Ct, Chico, CA, 95928
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 2016Judgment / Lien
March 2016Other Business ActivitiesSells Insurance
Daniel continues to receive residuals from Standard Insurance Company, Blue Shield of CA Life and Health Insurance Co, and Allianz Life Insurance Co of North America. This activity is insurance-related.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Previous Registrations
Hbw Securities LLCBroker
State Registrations3 states
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.