Patrick OrtmanCRD Number: 5422336
Current Firm: Ortman Financial Planning
Patrick Ortman (CRD# 5422336) is an Investment Advisor Representative working at Ortman Financial Planning in Odenton, MD and has over 7 years of experience in the finance industry.
Aegis Wealth Management LLC
Commonwealth Financial Network
Planning Solutions Group, LLC
|Commonwealth Financial Network||Waltham, MA||Aug 2014 - Current||3|
|Ortman Financial Group, LLC||Orlando, FL||Aug 2014 - Current||3|
|First Command Financial Services, Inc.||Fort Worth, TX||Apr 2010 - Aug 2014||4|
|First Command Financial Planning, Inc.||Fort Worth, TX||Apr 2010 - Aug 2014||4|
|First Command Financial Planning||Annapolis, MD||Apr 2009 - Apr 2010||1|
|Akridge||Washington, DC||May 2009 - Mar 2010||< 1|
|Unemployed||N/a, MD||Jan 2009 - Apr 2009||< 1|
|Akridge||Washington, DC||Dec 2007 - Dec 2008||1|
|Greene Turtle Bar And Grille||Washington, DC||May 2007 - Jul 2008||1|
|Basilica Of The National Shrine Of The Immaculate Conception||Washington, DC||Aug 2005 - Feb 2008||2|
|A.g. Edwards||Mclean, VA||Aug 2007 - Dec 2007||< 1|
|Catholic University||Washington, DC||May 2006 - May 2007||1|
|Renegade Productions||Hunt Valley, MD||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management5MILLIONS
Total Number of Accounts83ACCOUNTS
Average Account Value$58,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MD, TX
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