Patrick Maddox (CRD# 5561864) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Brookfield, WI and has over 13 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group, Inc. | Brookfield, WI | Oct 2017 - Current | 6 |
| Lpl Financial LLC | Brookfield, WI | Sep 2017 - Current | 6 |
| Fleming Financial Group LLC | Brookfield, WI | May 2015 - Sep 2017 | 2 |
| Pruco Securities LLC | Brookfield, WI | May 2015 - Sep 2017 | 2 |
| Pruco Securities, LLC | Wauwatosa, WI | Aug 2010 - May 2015 | 4 |
| The Prudential Insurance Company Of America | Wauwatosa, WI | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- WI
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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