Patrick Savage (CRD# 4247229) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 21 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pegasus Partners | Mequon, WI | Jun 2023 - Current | < 1 |
| North Capital Private Securities | Salt Lake City, UT | Mar 2022 - Jun 2023 | 1 |
| Continental Properties | Menomonee Falls, WI | Oct 2019 - Jun 2023 | 3 |
| Robert W. Baird & Company | Milwaukee, WI | Jun 2006 - Sep 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- WI
-
Total Assets Under Management3,085MILLIONS
-
Total Number of Accounts3,329ACCOUNTS
-
Average Account Value$926,707
- A percentage of assets under your management
- 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)
AZ, CA, CO, FL, IL, MA, MN, NC, NY, TX, VT, WI
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