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Patti Kaye Powell

Thrivent Investment Management Inc.

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About Patti Kaye Powell

Patti Kaye Powell is an investment advisor representative with Thrivent Investment Management Inc., based in New Hope, MN. Patti has been in the industry since 2016 and is registered in Arizona, Florida, Iowa, Minnesota, North Dakota, and Wisconsin. Patti has earned Series 6, 7TO, 63 and 66 licenses and holds a Series 6 license for investment company products/variable contracts and a Series 7TO license for the general securities representative examination. Patti specializes in helping clients with financial planning and portfolio management.

Firm Information

Patti Powell 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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Patti Powell’s Registration & Firm History

MN

02/01/2021 - Present

Thrivent Investment Management Inc. (New Hope MN)

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Licenses & Designations

BOTH

Issued 01/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patti Kaye Powell.
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