Patti Powell (CRD# 6633124) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in New Hope, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jan 2017 - Current | 7 |
| Thrivent Investment Management Inc. | New Hope, MN | Apr 2016 - Current | 8 |
| Thrivent Financial | Appleton, WI | Aug 2016 - Jan 2017 | < 1 |
| Trustone Financial Credit Union | Plymouth, MN | Apr 2015 - Apr 2016 | 1 |
| Wells Fargo | New Hope, MN | Nov 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- MN
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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