Patrick Howley, financial advisor Saint Louis MO
96 score

Patrick Howley

CRD Number: 1087721
Current Firm: Mariner Wealth Advisors, LLC

Patrick Howley (CRD# 1087721) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry. Patrick Howley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Carl Goodin, financial advisor Saint Louis MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Saint Louis MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Montage Securities, LLC St. Louis, MO Jun 2015 - Current 1
Mariner Wealth Advisors St. Louis, MO Jun 2015 - Current 1
Mariner Wealth Advisors - St. Louis St. Louis, MO Jun 2015 - Current 1
Purshe Kaplan Sterling Albany, NY Jan 2010 - Jun 2015 5
Moneta Group St. Louis, MO Jan 2010 - Jun 2015 5
Wachovia Securities, LLC Des Peres, MO Jan 2008 - Jan 2010 2
A. G. Edwards & Sons, Inc. St. Louis, MO Nov 1988 - Jan 2010 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Patrick J. Howley
Phone Number: 913-647-9700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $330,386
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Patrick Howley and other advisors.
BADGES
96
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.