Peter Patag (CRD# 7152661) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pismo Beach, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jan 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Pismo Beach, CA | May 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Jun 2022 - Jan 2023 | < 1 |
| Primerica | San Luis Obispo, CA | Mar 2022 - May 2022 | < 1 |
| Blakeslee & Blakeslee Inc. | San Luis Obispo, CA | Oct 2021 - Mar 2022 | < 1 |
| Farmers Insurance Group | San Luis Obispo, CA | Jul 2021 - Oct 2021 | < 1 |
| California Polytechnic State University At San Luis Obispo | San Luis Obispo, CA | Sep 2019 - Jul 2021 | 1 |
| Vance Wealth | Santa Clarita, CA | Jun 2019 - Sep 2019 | < 1 |
| California Polytechnic State University At San Luis Obispo | San Luis Obispo, CA | Sep 2017 - Jun 2019 | 1 |
| None | Santa Clarita, CA | Jan 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CA
- TX
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Total Assets Under Management14,814MILLIONS
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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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