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 6 years of experience in the finance industry.

Similar Advisors
Michael Treanor, financial advisor Odenton MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
Brian Kuhn, financial advisor Odenton MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Odenton MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2014 - Current 2
Ortman Financial Group, LLC Orlando, FL Aug 2014 - Current 2
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.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.