Daniel Lee Jordan
Investment adviser representative at Thrivent Investment Management Inc.
11 yearsExperience
1 stateRegistered in
$20.8BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Thrivent FinancialJun 2024 to now
- Thrivent Investment Management Inc.Feb 2024 to now
- Eric Funk - Thrivent FinancialJan 2024 to Jun 2024
- UnemployedNov 2023 to Feb 2024
- Lowes Home Improvement StoresFeb 2023 to Nov 2023
- WalmartFeb 2022 to Feb 2023
- MrciOct 2021 to Feb 2022
- HomemakingMay 2021 to Feb 2022
- WalmartAug 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Thrivent Investment Management Inc.
$20.8BAssets managed
125,754Clients
3,179Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5275371
- Firm CRD
- 18387