Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 11 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centerpoint Wealth Management | Zionsville, IN | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- IN
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$1,003,206
- 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)
- Other
IN, TX
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