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Patrick John Zumbusch

Wellspring Financial Partners

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About Patrick John Zumbusch

Patrick John Zumbusch is a Certified Financial Planner® with Wellspring Financial Partners. Patrick is a registered Investment Advisor Representative (IAR) in Arizona, Louisiana, and Minnesota. Patrick has been working in the financial industry since 2011 and has a strong understanding of financial planning and investment management. He is dedicated to helping his clients achieve their financial goals and can provide a wide range of services, including financial planning, portfolio management, and pension consulting.

Firm Information

Patrick Zumbusch is currently registered with Wellspring Financial Partners. Wellspring Financial Partners is an investment advisor based in Tucson, AZ. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages over $1 billion in assets for 430 clients, primarily high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. They also offer portfolio management for pooled investment vehicles, but no data is available on their number of clients or assets under management in this category.
Wellspring Financial Partners

4703 E. CAMP LOWELL DRIVE

TUCSON, AZ 85712

$1.02B

Assets Under Management

104

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Zumbusch’s Registration & Firm History

AZ

11/20/2013 - Present

Wellspring Financial Partners (TUCSON AZ)

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Licenses & Designations

IA

Issued 04/23/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Zumbusch.
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