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Patrick Durwin Davis

Thrivent Investment Management Inc.

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About Patrick Durwin Davis

Patrick Durwin Davis is a financial advisor with Thrivent Investment Management Inc., a Minneapolis-based firm with a focus on providing financial advice to individuals and businesses. Patrick has been in the financial services industry since 2018 and holds both Series 66 and Series 7 licenses. He is also registered with the states of Missouri, Texas, Illinois, Florida, and Mississippi. Patrick's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth clients. He is a board member of Momentum Academy, a charter school serving in four communities within Saint Louis, Missouri.

Firm Information

Patrick Davis 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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Patrick Davis’s Registration & Firm History

MN

08/13/2024 - Present

Thrivent Investment Management Inc. (MINNEAPOLIS MN)

MO

08/01/2022 - 07/18/2024

CAMBRIDGE INVESTMENT RESEARCH, INC. (St Louis MO)

MO

04/19/2018 - 06/30/2022

EDWARD JONES (St Louis MO)

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Licenses & Designations

BOTH

Issued 06/22/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Durwin Davis.
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