Patrick Thiel (CRD# 7130269) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 2 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 1955854
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kerberrose Wealth Management | Green Bay, WI | Jan 2021 - Current | 2 |
| Ehlers Investment Partners, LLC | Milwaukee, WI | Dec 2019 - Nov 2020 | < 1 |
| Piper Sandler | Milwaukee, WI | May 2019 - May 2020 | 1 |
| Marquette University | Milwaukee, WI | Sep 2015 - Dec 2019 | 4 |
| Masterson Foods | Milwaukee, WI | Nov 2018 - May 2019 | < 1 |
| American Pavement Solutions | Green Bay, WI | Jun 2018 - Aug 2018 | < 1 |
| Green Bay Packaging | De Pere, WI | May 2017 - Aug 2017 | < 1 |
| Dan Nolan Livestock LLC | Bonduel, WI | Jun 2010 - Aug 2016 | 6 |
| Bonduel High School | Bonduel, WI | Sep 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- IL
- WI
-
Total Assets Under Management7,847MILLIONS
-
Total Number of Accounts12,517ACCOUNTS
-
Average Account Value$626,926
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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