Patrick Ylitalo, financial advisor Marquette MI

Patrick Ylitalo

CRD Number: 7610303
Current Firm: Valic Financial Advisors, Inc.

Patrick Ylitalo (CRD# 7610303) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Marquette, MI and has 1 year of experience in the finance industry.

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Commonwealth Financial Network
Company Name Location Dates Years
Agia Houston, TX Jan 2023 - Current 1
Valic Financial Advisors, Inc. Auburn Hills, MI Sep 2022 - Current 1
Somero Enterprises Houghton, MI Jan 2021 - Jan 2023 2
Nexteer Automotive Saginaw, MI Jun 2016 - Jan 2021 4
Unemployed Houghton, MI Jan 2016 - May 2016 < 1
Somero Enterprises Houghton, MI Aug 2014 - Dec 2015 1
Bureau Of Land Management Anchorage, AK Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2022
Contact Info for Patrick C. Ylitalo
Phone Number: 866-544-4968
Registered State(s):
  • IL
  • MI
  • WI
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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