Patricia
Hegberg

Thrivent Investment Management Inc

CRD#6621941
Investment Advisor
in Hanover, PA

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About this Advisor

Patricia Hegberg is a financial advisor who works out of Hanover, Pennsylvania with a total of 4 years of relevant experience. Hegberg works at Thrivent Investment Management Inc. During their career, Hegberg has held roles at Hanover Valley Presbyterian Church, Homemaker, Thrivent Investment Management Inc and Thrivent Financial. Hegberg holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Thrivent Investment Management Inc is an advisory firm headquartered in Minneapolis, MN. It has offices in 1,106 locations and a total of 3,548 people on staff. It handles $13 billion in total assets among its 40,990 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 40,990 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in investable assets. Thrivent Investment Management Inc provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which service is offered. Fee types charged by Thrivent Investment Management Inc can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

256 Frederick Street
Hanover, PA 17331

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$12,490,022,666

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

3,548

PA Average: 157
Total Number of Accounts

40,990

PA Average: 8,262
Average Account Size

$304,709

PA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Patricia Hegberg Work History

Patricia has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Thrivent Investment Management Inc

2019 - Present (5 years)

Thrivent Financial

2019 - 2019 (< 1 year)

Thrivent Financial

2016 - 2016 (< 1 year)

Thrivent Investment Management Inc

2014 - 2019 (5 years)

Hanover Valley Presbyterian Church

2011 - 2014 (3 years)

Homemaker

*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 Patricia Hegberg 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 Investment Management Inc

Paul Gamache
Colorado Springs, CO
Kenneth Mosher
Minneapolis, MN
Melissa Murphy
Appleton, WI
Paul Hawkins
Blue Springs, MO
Michael Guizzetti
Appleton, WI
Jason Eden
Bloomingdale, IL
Robert Swearingen
Minneapolis, MN
Ryan Anderson
Sioux Falls, SD

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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