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Erich Mark Patten

Cutler Investment Group

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About Erich Mark Patten

Erich Mark Patten is an investment advisor representative at Cutler Investment Group. Erich has been in the industry since September 2003. Erich holds a Series 65 license. Erich is registered with the state of Oregon and Washington. The main office for Cutler Investment Group is located in Jacksonville, Oregon.

Firm Information

Erich Patten is currently registered with Cutler Investment Group. Cutler Investment Group is an investment advisor based in Jacksonville, Oregon. They provide financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.17 billion in assets.
Cutler Investment Group

525 BIGHAM KNOLL

JACKSONVILLE, OR 97530

$1.18B

Assets Under Management

Not reported

Total Clients

17

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Erich Patten’s Registration & Firm History

WA

10/15/2012 - Present

Cutler Investment Group (Bellevue WA)

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Licenses & Designations

IA

Issued 11/30/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erich Mark Patten.
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