Patriot Investment Management Group Inc.

Patriot Investment Management Group Inc. (CRD# 112155) is a financial advisory firm headquartered in Knoxville, TN. They manage $644,912,469 in 3,579 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    645
    MILLION
  • Total Number of Accounts
    3,579
    ACCOUNTS
  • Average Account Value
    $180,193
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IL, KY, LA, NC, NE, NH, NJ, NY, OH, SC, TN, TX, VA, WI

Financial Advisors at Patriot Investment Management Group Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Bradley J. Bower
CRD#: 1951391
9721 Cogdill Rd, Ste 101, Knoxville, TN 37932
96
Wealthminder
score

Bradley Bower (CRD# 1951391) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 28 years of experience in the finance industry. Bradley Bower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathleen S. Parks
CRD#: 2727455
9721 Cogdill Drive, Suite 101, Knoxville, TN 37932
96
Wealthminder
score

Kathleen Parks (CRD# 2727455) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 21 years of experience in the finance industry. Kathleen Parks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeff J. Monson
CRD#: 5665188
9721 Cogdill Drive, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

Jeff Monson (CRD# 5665188) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.

4
Nancy L. Welch
CRD#: 5762835
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

Nancy Welch (CRD# 5762835) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 7 years of experience in the finance industry.

5
Adam K. Brock
CRD#: 5926633
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

Adam Brock (CRD# 5926633) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

6
Christopher S. Brown
CRD#: 5686016
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

Christopher Brown (CRD# 5686016) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has 1 year of experience in the finance industry. Christopher Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Charles R. Harr
CRD#: 4785688
9721 Cogdill Road, Ste. 101, Knoxville, TN 37932
90
Wealthminder
score

Charles Harr (CRD# 4785688) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has 1 year of experience in the finance industry. Charles Harr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James R. Shankles
CRD#: 5933086
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

James Shankles (CRD# 5933086) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

9
John R. Tate
CRD#: 6102577
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

John Tate (CRD# 6102577) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.

10
John T. Wortham
CRD#: 5927099
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

John Wortham (CRD# 5927099) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.