Patrick Hoehne, financial advisor Zionsville IN
93 score

Patrick Hoehne

CRD Number: 6080106
Current Firm: Centerpoint Wealth Management, LLC

Patrick Hoehne (CRD# 6080106) is an Investment Advisor Representative working at Centerpoint Wealth Management, LLC in Zionsville, IN and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Centerpoint Wealth Management Zionsville, IN Jun 2012 - Current 4
40186 Advisors Carmel, IN Oct 2000 - Jun 2012 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Patrick J. Hoehne
Phone Number: (317) 973-7700
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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