PJ
PJ

Patrick Joyce

10 Years of Experience
Western Springs, IL
Broker

Patrick Joyce is a registered investment advisor at Thrivent Investment Management INC., based in Western Springs, IL, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

Western Springs, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Patrick is a board member of the Mount Carmel High School Alumni Association, a volunteer role. He spends minimal time organizing alumni activities and events.

Employment History
Current Registrations
Thrivent Investment Management INC.
February 2020 - Present · 6 yrs 5 mos
Thrivent Investment Management INC.
January 2020 - Present · 6 yrs 6 mos
Thrivent Investment Management INC.Broker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
April 2015 - January 2020 · 4 yrs 9 mos
State Registrations11 states
FLGAILINMDMIMOOHPATXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Joyce - Financial Advisor | TrueAdvisor