George Dan
George Dan is a registered investment advisor at Thrivent Investment Management INC., based in Chicago, IL, with 2 years of industry experience. George 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
1023 W Webster Ave, Chicago, IL, 60614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George owns a rental condominium since 2005 and is the CEO of User Nudge, Inc., a company focused on improving user experience through data and behavioral science. He also teaches a course on "The Psychology of Finance" at the University of Chicago Professional Education Program, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
State Registrations7 states
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