Patrick Holland, financial advisor Fort Collins CO
88 score

Patrick Holland

CRD Number: 5537468
Current Firm: Waddell & Reed

Patrick Holland (CRD# 5537468) is an Investment Advisor Representative working at Waddell & Reed in Fort Collins, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Loveland, CO Jun 2014 - Current 2
Waddell & Reed Inc. Ft Collins, CO Jan 2014 - Current 2
City Of Loveland/hatfield Chilson Rec Center Loveland, CO Feb 2011 - Current 5
Independent Insurance Agent Fort Collins, CO Feb 2010 - Feb 2011 1
Harding And Jacob Ins Agency Inc. Westlake, OH Jan 2009 - Feb 2010 1
Unemployed Lakewood, CO Nov 2008 - Jan 2009 < 1
Ameriprise Financial Services Inc. Westlake, OH Jun 2008 - Nov 2008 < 1
Unemployed Lakewood, CO Apr 2008 - Jun 2008 < 1
Mcgowan & Company, Inc. Fairview Park, OH Jun 2007 - Apr 2008 < 1
Ashland University Ashland, OH Aug 2003 - May 2007 3
Buffalo Wild Wings Ashland, OH Aug 2006 - Nov 2006 < 1
Cuyahoga Community College Middleburg Heights, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Dec 2014
Contact Info for Patrick J. Holland
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • MO
  • NE
  • OH
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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