Daniel LevineCRD 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 4 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Thrivent Investment Management Inc.||Bloomington, MN||Jun 2015 - Current||3|
|Thrivent Financial||Appleton, WI||Jun 2015 - Current||3|
|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|
Total Assets Under Management8,706MILLIONS
Total Number of Accounts36,854ACCOUNTS
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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