Dana Utgard (CRD# 6609749) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Las Vegas, NV and has over 6 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | May 2023 - Current | < 1 |
| Thrivent Investment Management Inc. | Las Vegas, NV | Jul 2021 - Current | 2 |
| University Of Nevada, Las Vegas | Las Vegas, NV | Aug 2018 - Dec 2023 | 5 |
| Thrivent Financial | Appleton, WI | Aug 2021 - May 2023 | 1 |
| Cetera Advisors, LLC | Denver, CO | Feb 2016 - Jul 2021 | 5 |
| College Of Southern Nevada | Las Vegas, NV | Jan 2014 - May 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NV
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- 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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