Daniel Demers, financial advisor Stevens Point WI
90 score

Daniel Demers

CRD Number: 6162728
Current Firm: Thrivent Investment Management Inc.

Daniel Demers (CRD# 6162728) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stevens Point, WI 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. Stevens Point, WI Feb 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI May 2013 - Jul 2013 < 1
Tucker Advisory Group Littleton, CO Jul 2010 - Apr 2013 2
University Of Phoenix Spokane, WA Feb 2009 - May 2012 3
Turtle Back Log Homes Tomahawk, WI Aug 2009 - May 2010 < 1
Moody Bible Institute Spokane, WA Aug 2008 - Jan 2009 < 1
Norwood Pines Supper Club Minocqua, WI May 2007 - Aug 2008 1
Nicolet Area Technical College Rhinelander, WI Aug 2007 - May 2008 < 1
Lakeland Union High School Minocqua, WI Feb 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Daniel M. Demers
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
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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