linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Michelle Oberg

Thrivent Investment Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Michelle Oberg

Patricia Michelle Oberg is an active investment advisor representative with Thrivent Investment Management Inc., She is registered with both FINRA and the state of Nebraska. Patricia has been working in the financial industry for 14 years and has experience with both broker-dealers and investment advisors. Patricia offers financial planning and portfolio management for individuals, and serves clients in the state of Minnesota.

Firm Information

Patricia Oberg is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Oberg’s Registration & Firm History

MN

08/07/2023 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

NE

01/28/2013 - 06/20/2018

PRINCIPAL SECURITIES, INC. (Grand Island NE)

NE

09/19/2005 - 05/07/2012

PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)

Not sure if Patricia Michelle Oberg is right for you?

Licenses & Designations

BOTH

Issued 03/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Michelle Oberg.
Not sure if Patricia Michelle Oberg is right for you?