Daniel Stephens, financial advisor Red Lake Falls MN
90 score

Daniel Stephens

CRD Number: 6131625
Current Firm: Thrivent Investment Management Inc.

Daniel Stephens (CRD# 6131625) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Red Lake Falls, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jul 2013 - Current 3
Thrivent Investment Management Inc. Red Lake Falls, MN Feb 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jul 2013 < 1
Digi-key Thief River Falls, MN Feb 2011 - Dec 2012 1
Doolittles Fargo, ND Oct 2010 - Feb 2011 < 1
Outback San Antonio, TX Feb 2007 - Oct 2010 3
Tgi Fridays Dallas, TX Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Daniel P. Stephens
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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