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Daniel S Kluis

Advisor Image
Daniel S Kluis
Financial Advisor
.
ChFC®, FIC, CLTC®, ChSNC®
48 Bellarmine Ct Ste 70
Chico, CA 95928
Special Needs Planning
About Dan Kluis

I am proud to be a Thrivent financial professional. When I graduated college, I knew I wanted to help people. At that time, I thought that would happen in a medical setting, helping to develop a cure for Alzheimer’s. My path to becoming a financial advisor was not a direct one. Two decades ago, I was running a take and bake pizza place that I had started with my dad, and after his passing I needed to make a change.  


I can’t say that I ever expected to be a Financial Advisor, but it has turned out to be a way that I can truly help people improve their lives in a very tangible way. I guess my early memories of saving change in an old pay phone for family outings have come full circle. I help people save and plan with intention, just not in an old pay phone! 


When I am not working with my clients, I love to be out with my kids fishing, and watching them partake in their school sporting events. I also love gardening and cooking. Always trying new techniques pruning my fruit trees, or developing a new recipe for dinner.

Education & Accomplishments
  • CSU, Chico Bachelor of Arts in Psychology
My qualifications
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Chartered Special Needs Consultant®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • California(Insurance Lic. #0E62403)
  • Minnesota
  • North Carolina

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Chico Location
48 Bellarmine Ct Ste 70
Chico, CA 95928
Phone530-896-1896Fax530-896-1896Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations