John PatockCRD Number: 6039302
Current Firm: Moloney Securities Asset Management LLC
John Patock (CRD# 6039302) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Willmar, MN and has over 5 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Moloney Securitiies Asset Management LLC||Manchester, MO||Feb 2017 - Current||1|
|Moloney Securities Company, Inc.||Manchester, MO||Feb 2017 - Current||1|
|Eagle Stategies LLC||Edina, MN||Jan 2017 - Current||1|
|New York Life Insurance Co||Edina, MN||Aug 2016 - Current||1|
|Nylife Securities LLC||Edina, MN||Aug 2016 - Current||1|
|Thrivent Financial For Lutherans||Appleton, WI||Jul 2012 - Aug 2016||4|
|Thrivent Investment Management Inc.||Appleton, MN||Apr 2012 - Aug 2016||4|
|Thrivent Financial For Lutherans||Appleton, WI||Jun 2012 - Jul 2012||< 1|
|Granite Falls Energy, LLC||Granite Falls, MN||Sep 2011 - Apr 2012||< 1|
|Clearwater Suites, Inc.||Sacred Heart, MN||Oct 2000 - Apr 2012||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management487MILLIONS
Total Number of Accounts2,028ACCOUNTS
Average Account Value$240,147
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI