Patrick
Obrien

Thrivent Advisor Network, LLC

CRD#6940532
Investment Advisor
in Denver, CO

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About this Advisor

Patrick Obrien is a financial advisor operating in Denver, Colorado with 2 years of relevant experience. Obrien currently works for Thrivent Advisor Network, LLC. During their career, the advisor has held roles at Tangoe, Zayo and Thrivent Advisor Network, LLC D/B/A 5280 Associates. Obrien has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Colorado. Thrivent Advisor Network, LLC is a registered investment company based in Minneapolis, MN. The firm has offices in 34 locations and a total of 134 people on staff. It has $5 billion in assets among its 26,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 17 charities and foundations. Of its 26,501 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. Thrivent Advisor Network, LLC performs a number 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 fees typically vary depending on which services are provided. However, fee types billed by Thrivent Advisor Network, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

501 S Cherry Street Suite 490
Denver, CO 80246

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$5,058,431,013

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

134

CO Average: 157
Total Number of Accounts

26,501

CO Average: 8,262
Average Account Size

$190,877

CO 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 Obrien Work History

Patrick has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Thrivent Advisor Network, LLC D/B/A 5280 Associates

2016 - 2018 (2 years)

Zayo

2011 - 2016 (5 years)

Tangoe

*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 Obrien 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

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