Patrick Walsh, financial advisor Saint Paul MN
61 score

Patrick Walsh

CRD Number: 5623410
Current Firm: Waddell & Reed

Patrick Walsh (CRD# 5623410) is an Investment Advisor Representative working at Waddell & Reed in Saint Paul, MN and has over 7 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Saint Paul MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Saint Paul MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Saint Paul MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Cottage Grove Athletic Association Cottage Grove, MN Nov 2014 - Current 2
Waddell & Reed, Inc. Hudson, WI Apr 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Cottage Grove, MN Apr 2011 - Current 5
Unemployed Cottage Grove, MN Mar 2011 - Apr 2011 < 1
Edward Jones Oakdale, MN Dec 2008 - Mar 2011 2
Unemployed Cottage Grove, MN Sep 2008 - Dec 2008 < 1
Bailey Nurseries, Inc. St Paul, MN Nov 1994 - Sep 2008 13
South Washington County School District Cottage Grove, MN Aug 2004 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Patrick J. Walsh
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • SD
  • TX
  • WI
  • MN
  • ND
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Patrick Walsh and other advisors.
BADGES
61

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.