Patrick Maddox, financial advisor Wauwatosa WI
93 score

Patrick Maddox

CRD Number: 5561864
Current Firm: Prudential Financial Planning Services

Patrick Maddox (CRD# 5561864) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fleming Financial Group LLC Brookfield, WI May 2015 - Current 1
Pruco Securities LLC Brookfield, WI May 2015 - Current 1
Pruco Securities, LLC Wauwatosa, WI Aug 2010 - May 2015 4
The Prudential Insurance Company Of America Wauwatosa, WI Aug 2010 - May 2015 4
Julie Douglas Wauwatosa, WI Jul 2008 - Aug 2010 2
Student Waukesha, WI Jan 2008 - Jun 2008 < 1
N/a Waukesha, WI Nov 2007 - Jan 2008 < 1
Uemsi Menomonee Falls, WI Sep 2004 - Nov 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Patrick R. Maddox
Phone Number: 800-235-7637
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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 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, 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, 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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