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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 Joseph Curran is an investment advisor representative at Savant Wealth Management in Rockford, Illinois. Patrick is also a registered investment advisor in Georgia and North Carolina. Patrick Curran has been working in the financial services industry since 2011 and has a strong background in portfolio management and financial planning. Patrick has a passion for helping clients achieve their financial goals, whether it is planning for retirement, saving for college, or managing their investments. Patrick Curran holds a Series 6, 7, 63, and 65 license and the SIE designation. Patrick Curran is also a licensed real estate investor in Minnesota.
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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IL
03/09/2023 - Present
Savant Wealth Management (ROCKFORD IL)
WI
04/10/2014 - 04/12/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA CROSSE WI)
WI
10/10/2011 - 03/10/2014
WELLS FARGO ADVISORS, LLC (LACROSSE WI)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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