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Patricia Oberg

Advisor at Thrivent Investment Management

Updated today

Location

Aurora, NE

Credentials

Series 66

Industry experience

17 years

About

Patricia Oberg is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 17 years of experience in the industry. Her career includes roles at Thrivent Financial, Princor Financial Services Corporation, and Principal Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics, offering both one-time and ongoing planning relationships without discretionary trading authority.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Aurora, NE

Most active in

District of Columbia · Nebraska · Oklahoma · Texas

Work history

Thrivent Financial

2023 - Present (3 years)

Thrivent Financial

2021 - 2023 (2 years)

Thrivent Financial

2021 - 2021 (1 year)

Thrivent Investment Management Inc

2020 - Present (6 years)

Princor Financial Services Corporation

2013 - 2021 (8 years)

Princor

2005 - 2021 (16 years)

Principal Life

2000 - 2021 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Shane T

Series 63, Series 66

Aurora, NE

Edward Jones

Shane Thorell is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, Thorell serves on the boards of the Aurora Teammates mentoring program, the Edgerton Explorit Center science center, and the Heartland United Way. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of investment advisory programs and affiliated services, managing approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tricia K

Series 63, Series 66

Aurora, NE

LPL Financial

Tricia Kubik is a financial advisor with LPL Financial in Grand Island, NE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Cornerstone Bank and LPL Financial since 2020, with prior experience at Securities America Advisors and Wells Fargo Advisors. Kubik is also involved in insurance services as an agent for fixed annuities through Cornerstone Insurance Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and annuity product sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Calvin S

Series 63, Series 65

Aurora, NE

OSAIC

Calvin Strong is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 23 years. Outside of his advisory role, he serves as director of B Strong Ministries, a community outreach organization supporting families in need, and is president of Strong Financial Resources, Inc., which focuses on sales and agency management of life, health, and employee benefit coverages. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset allocation and portfolio management tools, and it operates on a large scale with thousands of advisors and substantial assets under management.

Annuities Founder/Business Owner Executive Retired
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April M

Series 66

Aurora, NE

OSAIC

April Mason is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Strong Advisory Group Inc., Woodbury Financial Services Inc., and Strong Financial Resources Inc. Outside of her advisory role, Mason is a music instructor and serves on the boards of the Hamilton Community Foundation and B Strong Ministries, where she contributes to finance and community outreach efforts. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes portfolio optimization tools, providing access to multiple custodial platforms and alternative investment opportunities, supporting over 6,200 advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Troy D

Series 63, Series 65

Aurora, NE

Cambridge Investment Research Advisors

Troy Dvorak is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes eight years at Centaurus Financial, Inc. Outside of his advisory role, he serves as a board member of the Nebraska Children’s Home Society. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2020 and previously served at Securities America Advisors and Global View. Trauger is also Vice President at Cornerstone Bank in Aurora, NE. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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