Unclaimed
Patrick Wilker is an investment advisor representative associated with Thrivent Investment Management Inc. in Minneapolis, Minnesota. Patrick has been in the industry since 2007 and has a wide range of experience in the financial services sector. Prior to joining Thrivent, Patrick worked at U.S. BANCORP INVESTMENTS, INC. and Ameriprise Financial Services, Inc. in various roles. Patrick holds Series 66, Series 24, Series 7 and SIE licenses, and is registered to provide investment advisory services in Texas.
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
06/11/2021 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
01/24/2018 - 05/27/2021
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/11/2007 - 12/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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