LV
Loren M. Van Patten
THRIVENT ADVISOR NETWORK
Edina, MN 55435
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CRD#: 5133128
LV
Professional summary
Loren Martin Thomas Van Patten, who also goes by Loren Martin Thomas Van Patten, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Edina, Minnesota and THRIVENT INVESTMENT MANAGEMENT INC. located in Edina, Minnesota.
Loren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Loren has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Loren Martin Thomas Van Patten
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ERNST & ANDREW, LLC POSITION: President NATURE: Ernst & Andrew, LLC has majority ownership of Storyline, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 12/01/2016 ADDRESS: 7760 France Ave S., Suite 710, Edina MN 55435, United States DESCRIPTION: Strategic direction, leadership, P&L management, business analytics, payroll/compensation, human resources. STORYLINE, LLC POSITION: Owner, President/CEO NATURE: LLC is established for the expenses for TAN/TIMI business. INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 01/01/2023 ADDRESS: 7760 France Ave. S., Suite 710, Edina MN 55435, United States DESCRIPTION: Strategic direction, leadership, P & L management, business analytics, payroll/compensation, human resources. FIXED INSURANCE SALES POSITION: Insurance Producer or Agent NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 17 START DATE: 08/01/2020 ADDRESS: 7760 France Ave. S., Suite 710, Edina MN 55435, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s). THRIVENT ADVISOR NETWORK, LLC (PARABLE WEALTH PARTNERS) POSITION: Licensed Office Staff NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 08/01/2020 ADDRESS: 7760 France Ave. S., Suite 710, Edina MN 55435, United States DESCRIPTION: Provide office support to advisors, including operational/administrative related duties. LAND RENTAL POSITION: Land Owner NATURE: Land Rental (Farming) INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: Parcel B Country Road 123, Waterown MN 55388, United States DESCRIPTION: I am simply the land owner. I have no formal titles, activities, or hours spent per month. This is just a cash rent arrangement with a local farmer.
CRS (Client Relationship Summary) - RIA
Click below to view Loren Martin Thomas Van Patten's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 26, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 7760 France Ave S Suite 710, Edina, MN 55435RIA
CRD#: 304569
Edina, MN
Current
August 13, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 7760 France Ave S, Edina, MN 55435RIA
BD
CRD#: 18387
Edina, MN
Past
August 27, 2020 - August 2, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Edina, MN
Past
November 26, 2008 - August 26, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
EDINA, MN
Past
January 17, 2007 - December 14, 2007
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
EDINA, MN
Past
May 25, 2006 - August 26, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
EDINA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Minnesota(8/26/2020)
RR
Minnesota(8/13/2024)
IAR
Texas(8/26/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
