Years of Experience
5-20+ Years
MILWAUKEE, WI
0 Disclosures
ADVISOR BIO
Patrick James Weyer is a financial advisor registered with Operose Advisors LLC in Milwaukee, WI. Patrick has been in the industry since 2017, holding previous roles with Landaas & Company and Securities Service Network, LLC. Patrick holds the Series 7 and Series 66 licenses and the SIE exam. Patrick specializes in retirement planning, financial planning, and portfolio management. Patrick is a Certified Financial Planner and has experience working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth clients.
SPECIALIZATIONS
GREEN BAY, WI
12 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Radachi has been in the financial services industry since March 2013. Patrick is currently a registered representative with Packerland Brokerage Services, Inc. Patrick is also a licensed insurance agent in Ohio and a President of Spira Benefits LLC and Spira Wealth Management LLC. Patrick has held multiple positions with various firms during his career. In addition to his work in the financial services industry, Patrick also serves as a Board Member/Vice President of the Friendship Animal Protective League.
SPECIALIZATIONS
Middleton, WI
27 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Terrence McMahon is a financial advisor with LPL Financial LLC, registered with the state of Wisconsin. Patrick has been in the industry since 1997 and has been registered with LPL Financial LLC since 2022. Patrick has also been registered with CUNA Brokerage Services, Inc., Wells Fargo Clearing Services, LLC, M&I Financial Advisors, Inc and Robert W. Baird & Co. Incorporated. Patrick holds the Series 6, 7, 9, 10, 63, 65, 99TO and SIE licenses. Patrick has a designation as a Certified Financial Planner. Patrick’s previous employer was CUNA Brokerage Services, Inc., in Waverly, IA.
SPECIALIZATIONS
BEAVER DAM, WI
34 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Royal Clark is a financial advisor at Wells Fargo Clearing Services, LLC in Beaver Dam, WI. Patrick Royal Clark has been in the financial services industry since May 24, 1991. Patrick Royal Clark has passed the Series 63, Series 7 and SIE exams. Patrick Royal Clark has registrations in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, North Carolina, Texas, and Wisconsin. Patrick Royal Clark is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA).
SPECIALIZATIONS
Cedarburg, WI
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick William Herkert is a financial advisor registered with Founders Financial Securities LLC. Patrick has been in the industry since January 2012 and has experience in both investment and insurance sales. Patrick has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Patrick is registered with the Securities and Exchange Commission and has a history of working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Patrick is currently registered in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Minnesota, Montana, Ohio, Oregon, Washington, West Virginia, Wisconsin, and Wyoming.
SPECIALIZATIONS
MEQUON, WI
0 Disclosures
ADVISOR BIO
Patrick Savage is a registered investment advisor representative with Pegasus Partners in Mequon, Wisconsin. Patrick has over 20 years of experience in the financial services industry. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Patrick has worked at a number of firms in the past, including Robert W. Baird & Co. Incorporated, North Capital Private Securities Corporation and Growth Capital Services, Inc. Patrick earned a Series 7, Series 63, and Series 65 licenses.
SPECIALIZATIONS
APPLETON, WI
15 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Minskey is a financial advisor with LPL Financial LLC in Appleton, WI. Patrick has been in the financial industry since 2010, working previously at Edward Jones and Northwestern Mutual Investment Services, LLC.
SPECIALIZATIONS
MADISON, WI
0 Disclosures
ADVISOR BIO
Patrick Sturm is a financial advisor with over 15 years of experience in the industry. Patrick is currently registered with Merit Financial Advisors. Patrick's previous experience includes time spent at Russell Financial Services, Inc. and Wells Fargo Funds Distributor. Patrick holds Series 6, 7, and 66 securities licenses and is registered in Wisconsin and Texas.
SPECIALIZATIONS
BROOKFIELD, WI
16 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Bergman is a financial advisor at J.p. Morgan Securities LLC. Patrick has been in the industry since March 2009 and is registered in 20 states. Patrick is also a registered investment advisor in Wisconsin and Texas. Patrick has a Series 6, Series 7, Series 63 and Series 66 licenses. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
MARSHFIELD, WI
0 Disclosures
ADVISOR BIO
Patrick John Gall is a financial advisor at Retirement Wealth Solutions LLC located in Marshfield, WI. Patrick has been in the financial services industry since June 2006 and is licensed to provide financial advice in Wisconsin and Texas. Patrick is also a Certified Financial Planner and Chartered Financial Consultant. Patrick's firm specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
