Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kerwin is a financial advisor with Thrivent Investment Management Inc. He is licensed to provide investment advice in Wisconsin, Illinois and Michigan. Patrick has been working in the financial industry since June 2004. He has extensive experience in helping clients with their financial goals, including retirement planning, college savings, and estate planning. Patrick is committed to providing his clients with personalized service and sound financial advice.
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.
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WI
05/30/2023 - Present
Thrivent Investment Management Inc. (GREEN BAY WI)
BOTH
Issued 05/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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