Unclaimed
Patrick Thomas Lang is a financial advisor with over 18 years of experience in the industry. Patrick is registered with Eagle Strategies LLC in Edina, Minnesota. Prior to joining Eagle Strategies LLC, Patrick was employed by THRIVENT INVESTMENT MANAGEMENT INC. and CENTENNIAL LAKES CAPITAL, INC. Patrick holds Series 6, 7, 63, 66, and SIE licenses. In addition to their financial advisory work, Patrick is also an insurance broker. Patrick specializes in helping individuals, high net worth individuals, corporations, and charitable organizations with their financial planning and investment needs.
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.
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
10/14/2014 - Present
Eagle Strategies LLC (EDINA MN)
MN
12/21/2009 - 09/24/2014
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
MN
03/30/1998 - 08/05/2002
CENTENNIAL LAKES CAPITAL, INC. (EDINA MN)
BOTH
Issued 01/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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