Daniel J Merritt
Investment adviser representative at Thrivent Investment Management Inc.
10 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
10 years in the industry.
- Thrivent FinancialApr 2026 to now
- Thrivent Investment Management Inc.Mar 2026 to now
- Gonzaga UniversitySep 2024 to Mar 2026
- California Pension FundJun 2024 to Aug 2024
- Creative Investment ResearchJan 2024 to Jun 2024
- Gonzaga UniversitySep 2023 to Dec 2023
- California Pension FundJun 2023 to Aug 2023
- Panera BreadJan 2022 to May 2023
- UnemployedJan 2016 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8196513
- Firm CRD
- 18387