Dana
Utgard
Thrivent Investment Management Inc
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About this Advisor
Dana Utgard is a financial advisor based out of Las Vegas, Nevada who has 2 years of relevant experience. Utgard works at Thrivent Investment Management Inc. Their career trajectory has included roles at West Coast Baptist College, College Of Southern Nevada, Cetera Advisors, LLC, University Of Nevada, Las Vegas, Thrivent Investment Management Inc and Thrivent Financial. Utgard has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Nevada. Thrivent Investment Management Inc is a financial advisory business headquartered in Minneapolis, MN. The investment advisory business has offices in 1,106 locations and a total of 3,548 people on staff. It oversees $13 billion in total assets between its 40,990 accounts, making it one of the largest firms in the country by assets under management. Of its 40,990 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Thrivent Investment Management Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrivent Investment Management Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$12,490,022,666
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,548
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
40,990
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$304,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dana Utgard Work History
Dana has been registered as a financial advisor for 2 years.*
Thrivent Investment Management Inc
Thrivent Financial
University Of Nevada, Las Vegas
Cetera Advisors, LLC
College Of Southern Nevada
West Coast Baptist College
*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 Dana Utgard 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
Colorado Springs, CO
Stevens Point, WI
Mondovi, WI
Chicago, IL
Madison, WI
Asheville, NC
Sioux Falls, SD
Minneapolis, MN
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