Dante
Vogel

Thrivent Investment Management Inc

CRD#6898486
Investment Advisor
in Waukesha, WI

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About this Advisor

Dante Vogel is a financial advisor based in Waukesha, Wisconsin, working with Thrivent Investment Management Inc. Dante has previously held positions at University Prep Schools, Winans Academy Of Performing Arts, Teach For America, Thrivent Investment Management Inc, and Thrivent Financial. Dante has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Dante is part of Thrivent Investment Management Inc, which operates out of Waukesha, Wisconsin. 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 66, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

20935 Swenson Dr
Waukesha, WI 53186

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

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

3,596

WI Average: 157
Total Number of Accounts

42,439

WI Average: 8,262
Average Account Size

$349,060

WI Average: $640,173

Investment Advisory Services

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

Dante Vogel Work History

2018 - Present (6 years)

Thrivent Investment Management Inc

2018 - Present (6 years)

Thrivent Financial

2018 - 2018 (< 1 year)

Thrivent Financial

2015 - 2018 (3 years)

University Prep Schools

2013 - 2015 (2 years)

Winans Academy Of Performing Arts

2013 - 2015 (2 years)

Teach For America

Disclosures

Please visit the SEC profile of Dante Vogel 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

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

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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