Patricia Lovelette (CRD# 711331) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lake Elmo, MN and has over 23 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Lake Elmo, MN | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Minneapolis, MN | Mar 2019 - Current | 5 |
| Lifeusa Securities, Inc. | Minneapolis, MN | May 2000 - Current | 24 |
| Woodbury Financial Services, Inc. | Minneapolis, MN | Mar 2019 - Jan 2024 | 4 |
| Questar Asset Management | Minneapolis, MN | May 2017 - Mar 2019 | 1 |
| Questar Capital Corporation | Minneapolis, MN | Dec 2006 - Mar 2019 | 12 |
| Starbird Enterprises | Minneapolis, MN | Feb 1995 - May 2017 | 22 |
| Self-employed | Minneapolis, MN | Sep 1990 - May 2017 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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