Patrick Kent, financial advisor Golden CO
90 score

Patrick Kent

CRD Number: 5943193
Current Firm: Western Wealth Management LLC

Patrick Kent (CRD# 5943193) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Western Wealth Management LLC Golden, CO Jun 2016 - Current < 1
Western Wealth Management, LLC Golden, CO Oct 2015 - Current 1
Lpl Financial LLC Johnstown, CO Oct 2015 - Current 1
Patrick A Kent LLC Fort Collins, CO Jan 2012 - Current 4
Jared Powell Greeley, CO Feb 2013 - Oct 2015 2
Various Insurance Carriers For W&r Insurance Agencies Fort Collins, CO Nov 2011 - Oct 2015 3
Waddell & Reed, Inc. Johnstown, CO Jul 2011 - Oct 2015 4
P.j. Inc. Fort Collins, CO Apr 2009 - Oct 2015 6
Chris Wyrick, Cpa Fort Collins, CO Jan 2011 - Apr 2011 < 1
Unemployed Windsor, CO Nov 2008 - Apr 2009 < 1
Dmi Gig Harbor, WA Jan 2008 - Nov 2008 < 1
Interweave Press Loveland, CO Apr 2007 - Jan 2008 < 1
Unemployed Windsor, CO Jan 2007 - Apr 2007 < 1
Us Census Bureau Washington, DC Jun 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Patrick A. Kent
Phone Number: 303-393-2445
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    618
    MILLIONS
  • Total Number of Accounts
    3,230
    ACCOUNTS
  • Average Account Value
    $191,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MN, MO, NH, NJ, NM, NY, OH, PA, TN, TX, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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