Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thielen is an Investment Advisor Representative with Osaic Wealth, Inc. Patrick has been in the financial services industry since May 1993. Patrick has a wide range of experience in the financial services industry, including investment advising, insurance sales and portfolio management. Patrick is a registered representative in Arizona, Colorado, Florida, Illinois, Iowa, Michigan, Minnesota, Missouri, Virginia and Wisconsin. Patrick also holds a Series 6, Series 63, and Series 65 licenses. Patrick is a member of the Fortunaire Foundation, where Patrick serves as a Board Member.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
WI
11/02/2018 - Present
Osaic Wealth, Inc. (REEDSBURG WI)
WI
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SUN PRAIRIE WI)
WI
01/02/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SUN PRAIRIE WI)
IA
05/24/1993 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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