Dana
Reimer

Thrivent Investment Management Inc

CRD#6761438
Investment Advisor
in Savannah, GA

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About this Advisor

Dana Reimer is a financial advisor based in Savannah, Georgia, working with Thrivent Investment Management Inc. Dana has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, J.P. Morgan Chase Bank, Jp Morgan Securities, Thrivent Investment Management Inc, and Thrivent Financial. Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Dana is part of Thrivent Investment Management Inc, which operates out of Savannah, Georgia. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

785 King George Blvd Ste 205
Savannah, GA 31419

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

GA Average: $5,289,111,388
Total Number of Employees

3,596

GA Average: 157
Total Number of Accounts

42,439

GA Average: 8,262
Average Account Size

$349,060

GA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dana Reimer Work History

2022 - Present (3 years)

Thrivent Financial

2020 - Present (5 years)

Thrivent Investment Management Inc

2022 - 2022 (< 1 year)

Thrivent Financial

2020 - 2021 (1 year)

J.P. Morgan Chase Bank

2020 - 2021 (1 year)

Jp Morgan Securities

2017 - 2020 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2020 (7 years)

Wells Fargo Bank Na

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Disclosures

Please visit the SEC profile of Dana Reimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Investment Management Inc

Joshua Roberts
Minneapolis, MN
Kendyl Gorky
Englewood, CO
Alaina Schmid
Devils Lake, ND
Jordan Coffey
Carmel, IN
Rachel French
Astoria, OR
Joshua Wikstrom
Saint Paul, MN
Toniette Flint
Watertown, WI
Justin Keeler
Federal Way, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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