Patrick Eng, financial advisor Minneapolis MN

Patrick Eng

CRD Number: 2329817
Current Firm: Thrivent Advisor Network, LLC

Patrick Eng (CRD# 2329817) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Advisor Network Llc Dba Perspective Financial Services Phoenix, AZ Mar 2023 - Current 1
Perspective Financial Services, LLC Phoenix, AZ Sep 2006 - Mar 2023 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Patrick B. Eng
Phone Number: (612) 844-8444
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    5,058
    MILLIONS
  • Total Number of Accounts
    26,501
    ACCOUNTS
  • Average Account Value
    $190,877
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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