Jonathan Dacanay (CRD# 4832159) is an Investment Advisor Representative working at Thrivent Asset Management, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Distributors LLC | Minneapolis, MN | Aug 2019 - Current | 4 |
| Locorr Distributors | Excelsior, MN | Oct 2018 - Current | 5 |
| Beaumont Financial Partners, LLC | Needham, MA | Feb 2017 - Oct 2018 | 1 |
| Unemployed | Boston, MA | Jan 2016 - Jan 2017 | 1 |
| Realty Capital Securities, LLC | Boston, MA | Aug 2014 - Dec 2015 | 1 |
| John Hancock | Boston, MA | Apr 2008 - Aug 2014 | 6 |
| John Hancock Distributors LLC | Boston, MA | Mar 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Jun 2020 |
- MN
-
Total Assets Under Management30,311MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$918,513,807
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Other
MN, WI
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 derived from SEC.gov data covering 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.
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.