Dana Utgard, financial advisor Las Vegas NV

Dana Utgard

CRD Number: 6609749
Current Firm: Thrivent Investment Management Inc.

Dana Utgard (CRD# 6609749) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Aug 2021 - Current < 1
Thrivent Investment Management Inc. Las Vegas, NV Jul 2021 - Current < 1
University Of Nevada, Las Vegas Las Vegas, NV Aug 2018 - Current 3
Cetera Advisors, LLC Denver, CO Feb 2016 - Jul 2021 5
College Of Southern Nevada Las Vegas, NV Jan 2014 - May 2018 4
Unemployed Overton, NV May 2013 - Jan 2014 < 1
West Coast Baptist College Lancaster, CA Aug 2012 - May 2013 < 1
Unemployed Apple Valley, CA May 2012 - Aug 2012 < 1
Bible Baptist Christian Academy Victorville, CA Aug 2001 - May 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Dana N. Utgard
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    10,689
    MILLIONS
  • Total Number of Accounts
    30,308
    ACCOUNTS
  • Average Account Value
    $352,673
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, WY

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