Winch Financial
44yrs
Top advisor by experience in Appleton
37yrs
Daniel Lambert
Full name on record: Daniel Scott Lambert
Financial advisor at Thrivent Investment Management
Daniel Lambert has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Appleton, Wisconsin. Daniel has been with Thrivent Investment Management since 2020. Thrivent Investment Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 2% by experience at Thrivent Investment Management
Office4321 N Ballard Rd, Appleton, WI 54919
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?1 state
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowThrivent Investment Management Inc.Current firm
- 2006 – 2018Thrivent Investment Management Inc.Previously
Contact Daniel
(800) 847-4836Firm headquarters in Minneapolis, MN. Ask for Daniel. 4321 N Ballard RdAppleton, WI 54919Office · Get directions Instagram pageThrivent Investment Management
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Thrivent Investment Management at (800) 847-4836 and ask for Daniel Lambert. Daniel works from the Appleton, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1989, about 37 years. Top 2% by experience at Thrivent Investment Management.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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