Unclaimed
Loren Van patten is a financial advisor who has been in the industry since 2006. Loren is a registered representative with Thrivent Advisor Network, LLC and has been with the firm since 2020. Loren specializes in providing financial advice to individuals, families, and businesses. Loren offers a variety of services, including financial planning, investment management, and retirement planning. Loren is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
08/26/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
08/27/2020 - 08/02/2024
PURSHE KAPLAN STERLING INVESTMENTS (Edina MN)
MN
05/25/2006 - 08/26/2020
THRIVENT INVESTMENT MANAGEMENT INC. (EDINA MN)
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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