Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Newstrom is a financial professional with over 5 years of experience in the industry. Patrick currently works for Thrivent Investment Management Inc. where Patrick specializes in working with both individuals and churches and non-profit sharing retirement accounts. Patrick has a history of working in the financial services industry with previous employment at Principal Securities, Inc. and Wells Fargo Clearing Services, LLC. Patrick is registered to provide financial advice and services in 51 states and the District of Columbia. Patrick holds Series 6, 7TO, 63, 65 and 66 securities licenses. Patrick is a dedicated financial professional focused on providing advice and guidance to his clients to help them meet 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.
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.
1
2
MN
05/22/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
IA
01/03/2019 - 04/26/2023
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
05/03/2018 - 11/27/2018
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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