Wealthsource Partners, LLC
Wealthsource Partners, LLC (CRD# 282202) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $381,237,205 in 1,406 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management381MILLION
Total Number of Accounts1,406ACCOUNTS
Average Account Value$271,150
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, IL, LA, MI, NE, NH, NJ, OR, TX, WA
Veteran financial advisor, Patrick Huey, has founded Victory Independent Planning to help west coast private clients and charitable organizations optimize their financial strategies. Huey is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration. The name, Victory Independent Planning, is a nod to Huey's service as a United States Naval Flight Officer: during two oversees deployments, he flew the F-14B Tomcat with the Jolly Rogers Fighter Squadron 103, which uses the radio callsign "Victory."
Patrick Huey, Owner & Principal Advisor, states, "My goal is to be a difference maker for my clients -- helping people and the causes they care about dream and design their financial strategies. Whether it's planning for individual retirement, business succession or helping an organization meet its mission goals, my specialty is charting a course so clients can have maximum impact." He continues, "Our mission is to provide a VIP Experience for our clients -- an effective financial relationship anchored by breadth and depth of expertise, stewardship over sales, independence over corporate interest, proactive and personalized service, and value focus." Huey has over 20 years of leadership experience including more than a decade in financial services. He is the volunteer Treasurer for Portland's Sunshine Division, a food and clothing relief organization and authors History Lessons, a blog drawing on historical anecdotes to teach investment lessons.
Victory Independent Planning offers investment, retirement and philanthropic planning services, and serves clients along the West Coast. Investment advisory services offered through WealthSource Partners, LLC, a registered investment adviser. Registration does not imply any certain level of skill or training.
Amy Mahlen (CRD# 4692263) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Aurora, CO and has over 14 years of experience in the finance industry. Amy Mahlen 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.
Esteban Hernandez (CRD# 4862852) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Boca Raton, FL and has over 11 years of experience in the finance industry.
Mark Stromberg (CRD# 1730883) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Denver, CO and has over 30 years of experience in the finance industry.
Wesley Brown (CRD# 3251052) is an Investment Advisor Representative working at Wealthsource Partners, LLC in Santa Maria, CA and has over 18 years of experience in the finance industry.