Philip PattenCRD 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 3 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|David M Schimberg||Cincinnati, OH||Oct 2015 - Current||1|
|Gregory Woods||Cincinnati, OH||Apr 2015 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.