Daniel
Gillin

Thrivent Investment Management Inc

CRD#6013720
Investment Advisor
in Carmel, IN

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About this Advisor

Daniel Gillin is a financial advisor based in Carmel, Indiana, with a total of 7 years of industry experience. Gillin is on the advisory team at Thrivent Investment Management Inc. Gillin has gained experience at New York Life Insurance Company, Mml Investors Services LLC, Massmutual Life Insurance Co, Nylife Securities LLC, Thrivent Investment Management Inc, Tokio Marine and Thrivent Financial. Gillin holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Indiana, Oklahoma and Texas. Thrivent Investment Management Inc is a company that has its headquarters in Minneapolis, MN. The company has offices in 1,106 locations and a total of 3,548 people on staff. It has $13 billion in assets between its 40,990 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 40,990 client accounts, just 13% are held by high-net-worth investors who have more than $1 million in investable assets. Thrivent Investment Management Inc performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which service is provided. Fee types charged by Thrivent Investment Management Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11711 N Meridian St
Carmel, IN 46032

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

IN Average: 157
Total Number of Accounts

40,990

IN Average: 8,262
Average Account Size

$304,709

IN Average: $640,173

Investment Advisory Services

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

Daniel Gillin Work History

Daniel has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Thrivent Investment Management Inc

2016 - Present (8 years)

Thrivent Financial

2016 - 2016 (< 1 year)

Tokio Marine

2014 - 2016 (2 years)

Mml Investors Services LLC

2013 - 2016 (3 years)

Massmutual Life Insurance Co

2012 - 2013 (1 year)

New York Life Insurance Company

2012 - 2013 (1 year)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Gillin 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

Justin Bettinger
Albertville, MN
Paul Gamache
Colorado Springs, CO
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Michael Guizzetti
Appleton, WI
Julie Pressnell
Tampa, FL
Tanya Dean
Mondovi, WI
Margaret Carter
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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