Daniel Anthony Rolon
Investment adviser representative at Thrivent Investment Management Inc.
9 yearsExperience
4 statesRegistered 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
9 years in the industry.
- Thrivent Investment Management Inc.Dec 2025 to now
- Thrivent FinancialDec 2025 to now
- The Vanguard Group, Inc.Jul 2025 to Dec 2025
- Vanguard Marketing CorporationJul 2025 to Dec 2025
- Retirement Plan Consulting GroupOct 2024 to Jun 2025
- TargetJun 2022 to Oct 2024
- Western Carolina UniversityAug 2020 to Aug 2024
- Ardrey Kell High SchoolDec 2018 to Jun 2020
- Barron Collier High SchoolAug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 4 states (DC, FL, OK, TX).
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
- 7997738
- Firm CRD
- 18387