Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lynn Sacco krueger is a financial advisor with Gladstone Wealth Partners. Patricia has been working in the financial services industry since 1995. Patricia has worked at a number of firms including D.A. Davidson & Co., Smith Hayes Financial Services Corporation, Kirkpatrick, Pettis, Smith, Polian Inc., Smith Barney Inc., and Accutrade Inc. Patricia is currently registered as an Investment Advisor Representative with the state of Nebraska and is a registered representative with FINRA. Patricia has Series 7 and Series 63 securities licenses as well as a Series 65 investment advisor license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/02/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NE
02/16/2007 - 04/20/2015
D.A. DAVIDSON & CO. (OMAHA NE)
NE
06/04/2002 - 03/14/2007
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
10/15/1997 - 06/03/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NY
06/06/1995 - 10/16/1997
SMITH BARNEY INC. (NEW YORK NY)
NA
10/03/1997 - 10/13/1997
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
NE
03/28/1995 - 05/10/1995
ACCUTRADE INC. (BELLEVUE NE)
IA
Issued 06/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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