Patrick Kent, financial advisor Johnstown CO

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 Johnstown, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Western Wealth Management LLC Johnstown, CO Jun 2016 - Current 7
Lpl Financial LLC Johnstown, CO Oct 2015 - Current 8
Patrick A Kent LLC Fort Collins, CO Jan 2012 - Current 12
Western Wealth Management, LLC Johnstown, CO Oct 2015 - Jun 2016 < 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Patrick A. Kent
Phone Number: 3033932404
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    2,586
    MILLIONS
  • Total Number of Accounts
    12,396
    ACCOUNTS
  • Average Account Value
    $208,650
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)
  • 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, MA, 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, WY

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