linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Michael Shaw

Mariner Independent

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Michael Shaw

Patrick Shaw is a financial advisor with Mariner Independent. Patrick is a Certified Financial Planner™ professional and has over 10 years of experience in the financial services industry. Patrick holds a Series 7, Series 66, and SIE license. Patrick previously worked at JPMorgan Securities LLC, Charles Schwab & Co., Inc., and Ameriprise Financial Services, Inc. Patrick has expertise in providing financial planning, investment advisory, and portfolio management services. Patrick's areas of specialization include retirement planning, investment management, and college savings. Patrick focuses on working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Patrick Shaw is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Shaw’s Registration & Firm History

MI

03/20/2024 - Present

Mariner Independent (Ann Arbor MI)

IL

04/09/2013 - 09/21/2016

J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)

IL

10/22/2009 - 04/17/2013

CHARLES SCHWAB & CO., INC. (OAK BROOK IL)

IL

06/13/2006 - 10/07/2009

AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)

Not sure if Patrick Michael Shaw is right for you?

Licenses & Designations

BOTH

Issued 08/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Michael Shaw.
Not sure if Patrick Michael Shaw is right for you?