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Patti J Kelly

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Patti J Kelly
Financial Advisor
.
FIC, CLTC®
Part of the Prairie River Financial Group practice
324 S Minnesota Ave
Saint Peter, MN 56082
About Patti
About Patti
My husband Kris and I live on a hobby farm in the rural community of Norseland, Minnesota, near the city of Saint Peter. We raised our three children here: son Kelten is now a civil engineer in the renewable energy sector; son Brennan is a production supervisor in the manufacturing industry; and daughter Reegan is a junior in college pursuing a degree in health sciences. As a family, we have been very active in 4-H, Trinity Lutheran Church, FIRST robotics program, sporting events, and Green Lake Lutheran Ministries.
I grew up on a dairy farm in Wisconsin, with three brothers and three sisters. A first-generation college student, I worked for 16 years as a college administrator, including five years as Director of Student Activities and six years as Assistant Dean of Students at Gustavus Adolphus College in Saint Peter.
I enjoy spending time with our family, camping, horseback riding, and participating in service-oriented mission trips.  
Giving Back to the Southeastern-Minnesota Community
Giving Back to the Southeastern-Minnesota Community
  • Nicollet County 4-H
  • Compassion in Action Executive Board
  • Saint Peter Area Chamber Board of Directors
Education and Accomplishments
Education and Accomplishments
  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • FINRA Series 6 Investment Company/Variable Products Limited Representative
  • FINRA Series 7 General Securities Representative
  • Life and Health Insurance Licenses
  • Bachelor of Science, UW-Stevens Point
  • Master of Science, Western Illinois University
  • Adjunct Faculty: University of Northern Iowa and MSU-Mankato
  • CLTC® (Certification in Long-Term Care), granted by the Corporation for Long-Term Care Certification
  • FIC (Fraternal Insurance Counselor), granted by the Fraternal Field Managers Association
My qualifications
  • Fraternal Insurance Counselor
  • Certification in Long-Term Care®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Alaska
  • Arizona
  • Colorado
  • Connecticut
  • Florida
  • Iowa
  • Maine
  • Minnesota
  • Missouri
  • Montana
  • South Dakota
  • Wisconsin

Insights

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Your super catch-up window is here
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
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Put your savings to work for what’s next
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next. Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations