Patrick Loritz, financial advisor Green Bay WI
90 score

Patrick Loritz

CRD Number: 6091884
Current Firm: Bmo Harris Financial Advisors, Inc.

Patrick Loritz (CRD# 6091884) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Green Bay, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Financial Group Green Bay, WI Jun 2015 - Current 1
Edward Jones St Louis, MO Jul 2012 - Jun 2015 2
Schneider National Green Bay, WI Jul 2011 - Jun 2012 < 1
Oneida Golf & Cc Green Bay, WI May 2011 - Jul 2011 < 1
Tpc At Myrtle Beach Murrells Inlet, SC Aug 2008 - May 2011 2
Coastal Carolina University Conway, SC Aug 2007 - May 2011 3
Oklahoma City Golf & Cc Oklahoma City, OK Dec 2009 - Jul 2010 < 1
Cherry Hills Cc Cherry Hills Village, CO May 2009 - Aug 2009 < 1
Rock Creek Cattle Company Deer Lodge, MT May 2008 - Aug 2008 < 1
Uw-whitewater Whitewater, WI Aug 2006 - May 2007 < 1
Geyer Electric New Franken, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Patrick Loritz
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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