Patrick Ortman, financial advisor Odenton MD
93 score

Patrick Ortman

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Patrick F. Ortman
Phone Number: 4432216530
Registered State(s):
  • FL
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $58,089
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
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MD, TX

Ready to hire a financial advisor? Get competitive proposals from Patrick Ortman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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