Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Minihan Wade is an Investment Advisor Representative associated with Chicago Partners Investment Group LLC, with registration status APPROVED in Illinois. Patrick has been in the financial industry since June 2015. Patrick has a Series 65 license and is also a Chartered Financial Analyst. Patrick's specializations include Retirement Planning, College Savings, and Estate Planning. Patrick is registered to provide investment advice in Illinois.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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