Joshua Daniel Thoreson
Investment adviser representative at LPL Enterprise, LLC
24 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Joshua Daniel Thoreson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaFeb 2022 to now
- Pruco Securities, LLC.Jan 2022 to Nov 2024
- Thrivent FinancialMar 2021 to Jan 2022
- Thrivent Investment Management IncMar 2021 to Jan 2022
- US Census BreauMar 2020 to Dec 2020
- Blooming Prarie SchoolsJan 2020 to May 2021
- State of MnAug 2012 to Nov 2019
- Thoreson's PhotographyJun 2002 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7321230
- Firm CRD
- 8733