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Patrick Bollinger

WPG Financial Group, LLC

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About Patrick Bollinger

Patrick Bollinger is a financial advisor at WPG Financial Group, LLC. Patrick has been working in the financial services industry for over 10 years. Patrick is registered as a Registered Representative in Maryland. The advisor holds the Series 66, Series 7, and Series 7TO licenses. Patrick has a strong track record of providing financial advice to individuals, families, and businesses. The advisor specializes in financial planning, retirement planning, and investment management. Patrick has worked with clients of all ages and stages of life, from young professionals to retirees. The advisor is committed to providing personalized advice and helping clients achieve their financial goals.

Firm Information

Patrick Bollinger is currently registered with WPG Financial Group, LLC. WPG Financial Group, LLC is a registered investment advisor with offices in Baltimore, MD. The firm manages over $301 million in assets for a variety of clients, including individuals, corporations, pension plans, and charitable organizations. They provide financial planning, portfolio management, and wrap fee program participation. The firm has 3 licensed agents and 6 investment advisor representatives.
WPG Financial Group, LLC

3600 O'DONNELL STREET

BALTIMORE, MD 21224

$301.24M

Assets Under Management

Not reported

Total Clients

5

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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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.

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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Patrick Bollinger’s Registration & Firm History

MD

01/02/2025 - Present

WPG Financial Group, LLC (BALTIMORE MD)

MD

10/18/2018 - 06/25/2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BALTIMORE MD)

MD

07/18/2017 - 11/05/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Bollinger.
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