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Patrick Carl Thuemmel

Samalin Wealth

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About Patrick Carl Thuemmel

Patrick Thuemmel is an Investment Advisor Representative at Samalin Wealth with over 12 years of experience in the financial services industry. Patrick has held various roles at several firms including Wells Fargo Advisors, LLC and Sigma Financial Corporation. Patrick holds a Series 7 and Series 66 license and is also a Certified Financial Planner. At Samalin Wealth, Patrick provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. Patrick's focus is on helping clients achieve their financial goals.

Firm Information

Patrick Thuemmel is currently registered with Samalin Wealth. Samalin Wealth is a registered investment advisor based in Chappaqua, NY. They have been in operation since 2009, serving high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Samalin Wealth provides financial planning and portfolio management services. Their advisory services include portfolio management for individuals, financial planning, and wrap fee programs. The firm manages approximately $364.5 million in assets, with $326.9 million of that managed on a discretionary basis. They have 8 investment advisor representatives and 2 licensed agents. They are also registered with the SEC (SEC Number: 801-67465).
Samalin Wealth

297 KING STREET

CHAPPAQUA, NY 10514

$364.52M

Assets Under Management

5

Total Clients

9

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 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 Thuemmel’s Registration & Firm History

TX

07/14/2020 - Present

Samalin Wealth (COPPELL TX)

TX

11/20/2015 - 12/31/2017

SIGMA FINANCIAL CORPORATION (Coppell TX)

TX

08/16/2011 - 11/25/2015

WELLS FARGO ADVISORS, LLC (DALLAS TX)

TX

08/03/2010 - 08/22/2011

SPIRE SECURITIES, LLC (DALLAS TX)

TX

10/09/2009 - 08/04/2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DALLAS TX)

TX

06/29/2006 - 10/12/2009

WELLS FARGO ADVISORS, LLC (DALLAS TX)

TX

03/29/2006 - 07/28/2006

H.D. VEST INVESTMENT SERVICES (IRVING TX)

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Licenses & Designations

BOTH

Issued 04/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Carl Thuemmel.
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