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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gregory Strodtman is an Investment Advisor Representative with Edelman Financial Engines and RFG Advisory, LLC. Patrick is a Certified Financial Planner™ and has been in the industry since 2015. Patrick specializes in retirement planning, investment management, and financial planning. Patrick is registered with the state of Texas. Patrick has experience with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Patrick's current employment with Edelman Financial Engines began in April of 2020. Patrick also works with RFG Advisory, LLC which began in February 2025. Prior to joining Edelman Financial Engines, Patrick worked with GWFS EQUITIES, INC (EMPOWER RETIREMENT) and Fidelity Brokerage Services LLC.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
TX
05/15/2020 - Present
Edelman Financial Engines (DALLAS TX)
CO
09/26/2018 - 04/21/2020
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
TX
09/07/2017 - 09/17/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
11/18/2015 - 06/19/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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