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Aaron David Patten

Redhawk Wealth Advisors, Inc.

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About Aaron David Patten

Aaron David Patten is an Investment Advisor Representative at Redhawk Wealth Advisors, Inc. Aaron has been in the industry since 2016, primarily with Payne Financial Solutions. Aaron holds a Series 65 license, which allows them to provide investment advice to clients. Aaron has experience working with high net worth individuals, pension and profit-sharing plans, and individuals other than high net worth. Redhawk Wealth Advisors, Inc. is a firm that specializes in providing financial planning, pension consulting, and portfolio management services. Redhawk Wealth Advisors, Inc. manages over $1 billion in assets.

Firm Information

Aaron Patten is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Patten’s Registration & Firm History

IN

12/19/2022 - Present

Redhawk Wealth Advisors, Inc. (VALPARAISO IN)

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Licenses & Designations

IA

Issued 03/22/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron David Patten.
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