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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Keehr is a financial advisor with over 20 years of experience in the industry. Patricia currently works with Thrivent Advisor Network, LLC, where she is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR). Previously, Patricia worked for PURSHE KAPLAN STERLING INVESTMENTS and THRIVENT INVESTMENT MANAGEMENT INC.. Patricia holds Series 6, 7, 63, 65, 99TO and SIE licenses. She is also registered in Minnesota for both Broker-Dealer and Investment Advisor activities. Patricia specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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
07/02/2020 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
10/04/2021 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (North Oaks MN)
MN
02/13/2012 - 06/17/2020
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
MN
09/08/2011 - 01/19/2012
PRUCO SECURITIES, LLC. (ST. LOUIS PARK MN)
MN
09/29/2006 - 07/12/2011
THRIVENT INVESTMENT MANAGEMENT INC. (NORTH OAKS MN)
MN
07/01/2002 - 12/31/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/26/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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