Joshua Daniel Thoreson

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 11/2019
  State Of Mn
  Austin, MN
• 01/2020 → 05/2021
  Blooming Prarie Schools
  Blooming Prarie, MN
• 03/2020 → 12/2020
  Us Census Breau
  Rochester, MN
• 06/2002 → 08/2021
  Thoreson's Photography
  Hollandale, MN
• 03/2021 → 01/2022
  Thrivent Investment Management Inc
  Rochester, MN
• 03/2021 → 06/2021
  Thrivent Financial
  Appleton, WI
• 06/2021 → 01/2022
  Thrivent Financial
  Appleton, WI
• 01/2022 → 11/2024
  Pruco Securities, Llc.
  St Louis Park, MN
• 02/2022 → Present
  Prudential Insurance Company Of America
  St Louis Park, MN
• 11/2024 → Present
  Lpl Enterprise, Llc
  Blooming Prairie, MN

Previous Registrations

• 2022-02-09 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis Park, MN
  Blooming Prairie, MN
  St. Louis Park, MN
• 2021-06-03 → 2022-02-04
  Thrivent Investment Management Inc.
  Rochester, MN
  Omaha, NE

Other Businesses

1) 09/27/2024 - Hollandale Fire & Rescue - Firefighting and emergency medical services on an on-call volunteer basis. Also performs training as an instructor on an occasional basis - Non-profit volunteer (not on board) - Non Inv Related - At Blooming Prairie, MN - Start Date 02/06/2017 - 20hrs/mth - 2hrs/mth During Trading 2) 09/27/2024 - Blooming Prairie Schools - Serve as a K-12 classroom teacher on an on-call basis - Teacher Paid by School or University - Non Inv Related - At Blooming Prairie, MN - Start Date 10/21/2023 - 80hrs/mth - 80hrs/mth During Trading 3) 09/27/2024 - Blooming Management Enterprises, LLC - Management of commercial property including ownership of commercial rental property - Business Entity for Tax/Investment Purposes Only - Inv Related - At Blooming Prairie, MN - Start Date 01/22/2021 - 20hrs/mth - 0hrs/mth During Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-06-02

Other Names

• Josh Daniel Thoreson