Patrick
Eng

Thrivent Advisor Network, LLC

CRD#2329817
Investment Advisor
in Minneapolis, MN

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About this Advisor

Patrick Eng is a financial advisor working out of Minneapolis, Minnesota. Eng is currently employed by Thrivent Advisor Network, LLC. During their career, Eng has held roles at Perspective Financial Services, LLC and Thrivent Advisor Network LLC Dba Perspective Financial Services. Eng holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona and Texas. Thrivent Advisor Network, LLC is a firm operating out of Minneapolis, MN. It has offices in 34 locations and a total of 134 advisors. It controls $5 billion in total assets between its 26,501 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 17 charitable organizations. Of its 26,501 client accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees charged by Thrivent Advisor Network, LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Portland Avenue South
Minneapolis, MN 55415

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

MN Average: $5,289,111,388
Total Number of Employees

134

MN Average: 157
Total Number of Accounts

26,501

MN Average: 8,262
Average Account Size

$190,877

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Eng Work History

Patrick has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Thrivent Advisor Network LLC Dba Perspective Financial Services

2006 - 2023 (17 years)

Perspective Financial Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Patrick Eng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Advisor Network, LLC

Eric Schneider
Denver, CO
Lori Sherman
Minneapolis, MN
Matthew Stockman
Minneapolis, MN
Gretchen Duda
Camp Hill, PA
Nicholas Freas
Denver, CO
Bryant Hayes
Minneapolis, MN
Jonathan Lofquist
Minneapolis, MN
Kaitlyn Hedger
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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