Patrick Van CleaveCRD Number: 6198164
Current Firm: Securian Financial Services, Inc.
Patrick Van Cleave (CRD# 6198164) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Securian Financial Services||St Paul, MN||Aug 2013 - Current||4|
|Minnesota Life Insurance Co||St Paul, MN||Aug 2013 - Current||4|
|Renaissance Financial||St Louis, MO||Aug 2013 - Current||4|
|Edward Jones||St Louis, MO||Jun 2013 - Jul 2013||< 1|
|Success Promotions||Chesterfield, MO||May 2011 - May 2013||2|
|Pro Am Golf||St. Louis, MO||May 2005 - May 2011||6|
|Desmet Jesuit High School||St. Louis, MO||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV