user avatar

Patricia Michelle Oberg

Advisor at Thrivent Investment Management — Aurora, NE

Updated today

Credentials

Series 66

Experience

17 years

Location

Aurora, NE

Thrivent Investment Management logo

Thrivent Investment Management

Institution

Total advisors

3,188

Across 1,422 offices

Clients per advisor

39 Very Low

Avg AUM per client

$162,801 Very Low

HNW client ratio

14% Typical

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

See office

Aurora, NE

Aurora NE

Advisors at this office

1

Most active in

District of Columbia · Nebraska · Oklahoma · Texas

Work history

17 years of industry experience

Thrivent Financial

2023 - Present • 3 years

Appleton, WI

Thrivent Financial

2021 - 2023 • 2 years

Appleton, WI

Thrivent Financial

2021 - 2021 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2020 - Present • 6 years

Minneapolis, MN

Princor Financial Services Corporation

2013 - 2021 • 8 years

Grand Island, NE

Princor

2005 - 2021 • 16 years

Grand Island, NE

Principal Life

2000 - 2021 • 21 years

Grand Island, NE

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 with Edward Jones in Aurora, Nebraska, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on several local nonprofit boards, including Aurora Teammates, Edgerton Explorit Center, and Heartland United Way, and is involved in managing a family summer field work business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices, offering both discretionary and non-discretionary investment solutions.

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

Tricia K

Series 63, Series 66

Aurora, NE

LPL Financial

Tricia Kubik is a financial advisor with LPL Financial based in Aurora, Nebraska, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cornerstone Bank, Securities America Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. She is also involved with Cornerstone Insurance Group as an agent for fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Calvin S

Series 63, Series 65

Aurora, NE

OSAIC

Calvin Strong is a financial advisor with Osaic Wealth, Inc. based in Aurora, Nebraska. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including over two decades at Woodbury Financial Services. Outside of his advisory work, Strong is active in community outreach through his role as a director of B Strong Ministries. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs a variety of asset-allocation and portfolio management tools and supports multiple advisory platforms and programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

April M

Series 66

Aurora, NE

OSAIC

April Mason is a financial advisor at OSAIC with 9 years of industry experience. She holds a Series 66 designation and has worked with Strong Advisory Group Inc and Woodbury Financial Services INC prior to joining OSAIC. Outside of financial advising, Mason is a music instructor and serves on the boards of the Hamilton Community Foundation and B Strong Ministries. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with retirement plan consulting, unified managed accounts, and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Troy D

Series 63, Series 65

Aurora, NE

LPL Financial

Troy Dvorak is a financial advisor with LPL Financial in Aurora, Nebraska, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Centaurus Financial, and QA3 Financial. He serves as a board member of the Nebraska Children's Home Society. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Charles T

Series 66

Henderson, NE

LPL Financial

Charles Trauger is a financial advisor at LPL Financial with 9 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Global View. Outside of advising, he serves as Vice President at Cornerstone Bank in Henderson, NE. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)