About Peter Patag

Serving as a Financial Advisor is a lot like being a music producer or composer. If you think about your favorite song, there are many elements that make up what you love about it. It is comprised of different instruments, sounds, and lyrics. On their own, each instrument, sound, or word carries some meaning or value. When they are brought together, it creates the perfect combination of each of those elements – a blend of melodies, harmonies, lyrics, and rhythms the make up your favorite song.

I employ that same approach in our work together. We will identify your investment objectives, risk tolerance, and time horizons to craft the right financial and insurance solutions for you. Each product and solution have its place, just like the different instruments in your favorite song. We will work together to compose a plan that brings all the different strategies, products, and concepts together to create the perfect plan for you and your needs.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

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