Daniel Levine, financial advisor Bloomington MN
89 score

Daniel Levine

CRD Number: 5918030
Current Firm: Thrivent Investment Management Inc.

Daniel Levine (CRD# 5918030) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bloomington, MN and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Bloomington MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Bloomington MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Bloomington MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Thrivent Investment Management Inc. Bloomington, MN Jun 2015 - Current 1
Thrivent Financial Appleton, WI Jun 2015 - Current 1
Wealth Enhancement Advisory Services Plymouth, MN Apr 2014 - Jun 2015 1
Wealth Enhancement Brokerage Services Plymouth, MN Feb 2014 - Jun 2015 1
Lpl Financial Plymouth, MN Jan 2014 - Jun 2015 1
Wealth Enhancement Group Plymouth, MN Dec 2013 - Jun 2015 1
The Mergis Group Minneapolis, MN Apr 2013 - Dec 2013 < 1
Bremer Bank Minneapolis, MN Aug 2012 - Apr 2013 < 1
Unemployed Minneapolis, MN May 2012 - Aug 2012 < 1
University Of Minnesota Minneapolis, MN Sep 2008 - May 2012 3
Northwestern Mutual Minneapolis, MN Apr 2011 - Jan 2012 < 1
Foothills Academy Scotsdale, AZ Sep 2003 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Daniel H. Levine
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.