Patrick Kravitz, financial advisor Colorado Springs CO
93 score

Patrick Kravitz

CRD Number: 1110298
Current Firm: Waddell & Reed

Patrick Kravitz (CRD# 1110298) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 30 years of experience in the finance industry.

Similar Advisors
Richard Fleming, financial advisor Colorado Springs CO
Richard A. Fleming
CRD# 4498348
Garrett Investment Advisors, LLC
Score
103
Similar Advisors
Johann Klaassen, financial advisor Colorado Springs CO
Johann A. Klaassen
CRD# 4280579
Horizons Sustainable Financial Services, Inc.
Score
103
Similar Advisors
Mary Brooks, financial advisor Colorado Springs CO
Mary A. Brooks
CRD# 1774304
Brooks Financial Planning
Score
101
Company Name Location Dates Years
Patrick A Kravitz Inc. Colorado Springs, CO Jan 2000 - Current 16
High Noon Sertoma Colorado Springs, CO Jan 1987 - Current 29
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Oct 1983 - Current 33
Waddell & Reed, Inc. Colorado Springs, CO Mar 1983 - Current 33
United Investors Life Ins Co Colorado Springs, CO Mar 2010 - Dec 2011 1
Disability Specialists, Inc. Sherwood, OR May 2011 - Sep 2011 < 1
Liberty National Life Ins Co Colorado Springs, CO Mar 2010 - Mar 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Patrick A. Kravitz
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • FL
  • MS
  • CO
  • ID
  • KS
  • MN
  • NV
  • VA
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Kravitz and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.