Philip Patten, financial advisor Cincinnati OH
89 score

Philip Patten

CRD Number: 6006310
Current Firm: Northwestern Mutual Investment Services,llc

Philip Patten (CRD# 6006310) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
David M Schimberg Cincinnati, OH Oct 2015 - Current 1
Gregory Woods Cincinnati, OH Apr 2015 - Current 1
John Kersey Cincinnati, OH Aug 2014 - Current 2
Northwestern Mutual Wealth Mangement Company Milwaukee, WI Jun 2014 - Current 2
Shawn F Kelley Cincinnati, OH Jun 2014 - Current 2
Northwestern Mutual Investment Services, LLC Cincinnati, OH Jun 2014 - Current 2
Northwestern Mutual Investment Services, LLC Cincinnati, OH Jul 2013 - Current 3
Kenwood Country Club Cincinnati, OH May 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2014 - Jun 2014 < 1
Shawn Kelley Cincinnati, OH Jul 2013 - Feb 2014 < 1
Ohio Mutual Insurance Group Bucyrus, OH Feb 2013 - May 2013 < 1
Tiffin University Tiffin, OH Aug 2009 - May 2013 3
Tiffin University Cincinnati, OH Jan 2011 - Dec 2012 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Nov 2012 < 1
Don Patten Remodeling Cincinnati, OH Jan 2008 - Aug 2012 4
Michael L Bochnovich Cincinnati, OH Dec 2011 - Apr 2012 < 1
Glenview Golf Course Cincinnati, OH Jun 2011 - Aug 2011 < 1
Stacey Rice Cincinnati, OH May 2011 - Aug 2011 < 1
National Flag Company Cincinnati, OH Jun 2010 - Aug 2010 < 1
Glenview Golf Course Cincinnati, OH Jun 2010 - Aug 2010 < 1
Pebble Creek Golf Course Cincinnati, OH Mar 2007 - Aug 2009 2
Colerain High School Cincinnati, OH Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Philip J. Patten
Phone Number: 866-664-7737
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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