Unclaimed
Patrick Couture is an Investment Advisor Representative with AE Wealth Management, LLC, a firm specializing in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies. Patrick is registered in Minnesota, Texas and Wisconsin. Patrick holds a Series 65 license and has been in the industry for over 15 years. Patrick has been employed by AE Wealth Management, LLC since 2019.
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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WI
10/08/2019 - Present
AE Wealth Management, LLC (Eau Claire WI)
IA
Issued 10/20/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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