Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Alan Brown is a financial advisor with over 20 years of experience in the financial industry. Patrick is currently registered with Creative Planning and Edmonds Duncan Registered Investment Advisors, LLC. Patrick specializes in providing financial planning services, portfolio management, and pension consulting to individuals, businesses, and families.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
KS
10/09/2024 - Present
Creative Planning (Lawrence KS)
KS
01/03/2013 - 10/11/2019
CETERA ADVISORS LLC (OVERLAND PARK KS)
KS
05/02/2012 - 12/31/2012
COORDINATED CAPITAL SECURITIES, INC. (LAWRENCE KS)
KS
01/03/2011 - 05/04/2012
PRINCOR FINANCIAL SERVICES CORPORATION (OVERLAND PARK KS)
KS
01/26/2009 - 12/31/2010
SIGMA FINANCIAL CORPORATION (LAWRENCE KS)
MO
11/16/2007 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
MO
07/21/2006 - 11/30/2007
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
MO
01/21/2005 - 04/25/2006
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
05/18/2004 - 04/25/2006
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
01/23/2002 - 04/29/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MA
03/06/2001 - 01/29/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/06/2001 - 01/29/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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