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Patrick J Riordan

Lawson Kroeker Investment Management Inc.

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About Patrick J Riordan

Patrick Riordan is a registered Investment Advisor Representative with Lawson Kroeker Investment Management Inc. Patrick has over 35 years of experience in the financial services industry. He began his career at Merrill Lynch in 1986 and joined Lawson Kroeker in 2012. Patrick is licensed to provide investment advice in Nebraska and Texas. He has a Series 7 and Series 63 license and specializes in portfolio management for individuals, investment companies, and businesses.

Firm Information

Patrick Riordan is currently registered with Lawson Kroeker Investment Management Inc.. Lawson Kroeker Investment Management Inc. is an investment advisor based in Omaha, NE. They manage approximately $623,803,742 in regulatory assets for 396 clients, including investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Their advisory services include portfolio management for businesses, individuals, and investment companies.
Lawson Kroeker Investment Management Inc.

1926 S. 67TH STREET

OMAHA, NE 68106

$623.80M

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Patrick Riordan’s Registration & Firm History

NE

08/13/2012 - Present

Lawson Kroeker Investment Management Inc. (OMAHA NE)

NE

11/21/1986 - 07/03/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)

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Licenses & Designations

BC

Issued 01/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Patrick J Riordan. Review regulatory record here.
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