Loren Van Patten (CRD# 5133128) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Edina, MN and has over 17 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Storyline, LLC | Edina, MN | Sep 2022 - Current | 1 |
| Thrivent Advisor Network, Llc D/b/a Parable Wealth Partners | Edina, MN | Aug 2020 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Edina, MN | Aug 2020 - Current | 3 |
| Ernst & Andrew, LLC | Edina, MN | Nov 2015 - Current | 8 |
| Thrivent Investment Management Inc. | Edina, MN | Apr 2006 - Aug 2020 | 14 |
| Thrivent Financial | Appleton, WI | Nov 2008 - Nov 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- MN
- TX
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- 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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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