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Patti Kaye Powell

Advisor Image
Patti Kaye Powell
Financial Advisor
.
FIC, BFA™, AA™
Part of the New Hope Group practice
Women's Markets
Tax Efficient Planning
Retirement Planning
Business Owners
About Patti Powell
About Patti Powell

~ freedom of inclusion creates a safe space that inspires confident growth ~


Experienced manager with a history of growing effective teams. I believe with the hands-on experiences and extended Sales and Community Development I have the confidence to create, develop, and inspire a high standard of Sales and Customer service quality to reinforce superior services that exceed the individual needs. Strength ability on brainstorming new solutions to initiate change, test analogies, multitasking, and abstract concepts to simulate actual situations for results.

Investing in the New Hope Community
Investing in the New Hope Community

We are a team of financial professionals with more than 100 years of experience, combined. We can assist with investment management, tax efficiency, retirement income planning, college planning, protection from the impacts of extended care, death, and disability


In addition to helping people make wise decisions with money, our goal is to inspire generosity. Through membership benefit programs to give back to our community


We inspire the "Millionaire Next Door" by creating living legacies

Education & Accomplishments
Education & Accomplishments
  • Bachelor of Science in Social Work from Bethel University; 1994
  • Life & Health Insurance Licenses
  • FINRA Series 7 General Securities Representative, Series 6 Investment Company/Variable Products Limited Representative, Series 66 Uniform Securities Agent and Investment Adviser Representative, Series 63 Uniform Securities Agent State Law
My qualifications
  • Bachelors of Social Work, Bethel University
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Affirming Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • Florida
  • Illinois
  • Iowa
  • Michigan
  • Minnesota
  • North Dakota
  • Texas
  • Wisconsin

Insights

Insight image
Please join us join us for our July 18 2022 webinar from 12:00 - 1:00 where our guest speaker Andrew Held with the Thrivent Myers Group will be discussing and giving an Economic update. We will also be holding a 6:00pm -7:00pm in-person workshop with a light meal. Hope to see you there. No products will be sold. For more information please visit our website at connect.thrivent.com/new-hope-group/events
Essential Estate Planning Documents
Essential Estate Planning DocumentsIt’s important to make sure your assets are passed down the way you want after you’re gone. How familiar are you with these key tools and documents that make up an estate plan?
Prepare For Retirement With Confidence
Prepare For Retirement With ConfidenceCreate a retirement that can go the distance. Guaranteed income strategies can help you prepare for retirement income uncertainties, like market volatility. As you build your retirement strategy, here are some details to consider.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Open House in Our New Space! image
Open House in Our New Space!Sep 30, 2026, 2:00 PM UTC - Sep 30, 2026, 11:00 PM UTC
9220 Bass Lake Rd. Suite 385 New Hope, MN 55428
We're inviting you to come see our new office space, just one door down from our old suite on September 30th! In typical New Hope Group fashion, we're also making this event an opportunity to give back to the community. We ask that attendees bring a toy (or toys!) for the annual Isenberg Toyfest! Stop by anytime.No products will be sold. For additional disclosures, please visit thrivent.com/social
View all events
Office location
New Hope Location
9220 Bass Lake Road Suite 385
New Hope, MN 55428
Phone763-252-4447Hours
M – F: 9 a.m. – 5 p.m.
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