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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 Wehrly is an Investment Advisor Representative at Sageguard Financial Group, LLC. Patrick is licensed in Texas and has been in the industry since 1993. Patrick specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Patrick is also the owner of a self-storage business, a charter yacht business and a real estate investment business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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TX
12/22/2022 - Present
Sageguard Financial Group, LLC (Spring TX)
IA
Issued 06/20/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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