Patrick Fitschen, financial advisor Red Wing MN
93 score

Patrick Fitschen

CRD Number: 5460796
Current Firm: Cambridge Investment Research Advisors, Inc.

Patrick Fitschen (CRD# 5460796) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Red Wing, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2010 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Nov 2008 - Current 8
Fitschen Tax & Accounting Red Wing, MN Aug 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
Contact Info for Patrick H. Fitschen
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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