linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Allen Guentner

Legacy Investment Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Allen Guentner

Patrick Guentner is an investment advisor representative with Legacy Investment Advisors LLC. Patrick has been in the financial services industry since 1995. Patrick is registered with the state of Florida and Michigan as an Investment Advisor Representative. Patrick is also a practicing attorney with Guentner, Barbee & Assoc. PLLC.

Firm Information

Patrick Guentner is currently registered with Legacy Investment Advisors LLC. Legacy Investment Advisors LLC is an investment advisor registered with the SEC. They manage $62,245,000 in assets for 395 clients. Their services include portfolio management for individuals. The firm has 2 investment advisor representatives and manages assets for individuals and high-net-worth individuals.

$62.24M

Assets Under Management

Not reported

Total Clients

2

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Guentner’s Registration & Firm History

MI

01/01/2025 - Present

Legacy Investment Advisors LLC (WYANDOTTE MI)

MI

02/09/2007 - 05/18/2016

FIRST ALLIED SECURITIES, INC. (WYANDOTTE MI)

MI

01/13/2000 - 02/14/2007

MORGAN STANLEY DW INC. (WYANDOTTE MI)

MI

09/05/1995 - 01/14/2000

OLDE DISCOUNT CORPORATION (DETROIT MI)

Not sure if Patrick Allen Guentner is right for you?

Licenses & Designations

IA

Issued 04/03/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2006

Series 24 - General Securities Principal Examination

BC

Issued 11/21/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/18/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2005

Series 3 - National Commodity Futures Examination

BC

Issued 07/14/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 09/01/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Allen Guentner.
Not sure if Patrick Allen Guentner is right for you?