Patrick Lonergan (CRD# 5722415) is an Investment Advisor Representative working at Vital Capital LLC in Clinton, IA and has over 13 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vital Strategies, LLC | Clinton, IA | Mar 2023 - Current | 1 |
| Vital Capital LLC | Clinton, IA | Nov 2021 - Current | 2 |
| Vital LLC | Clinton, IA | Nov 2020 - Current | 3 |
| Lonergan Group Llc Dba Vital Wealth | Clinton, IA | Jul 2013 - Current | 10 |
| Park Vista Senior Housing Management | Clinton, IA | Jan 2009 - Current | 15 |
| Jpl Investments, LLC | Clinton, IA | Feb 2003 - Current | 21 |
| Central Wealth Management, LLC | Clinton, IA | Jul 2019 - Jun 2022 | 2 |
| Eagle Strategies LLC | Clinton, IA | Feb 2014 - Jul 2019 | 5 |
| Nylife Securities LLC | Cedar Rapis, IA | Mar 2010 - Jul 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- CA
- FL
- IL
- IA
- PA
- TX
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$92,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IA, IL, PA, TX
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