Patrick Kravitz, financial advisor Colorado Springs CO

Patrick Kravitz

CRD Number: 1110298
Current Firm: Lpl Financial LLC

Patrick Kravitz (CRD# 1110298) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Colorado Springs, CO Jul 2021 - Current 2
Austin Bluffs Sertoma Colorado Springs, CO Feb 2019 - Jul 2021 2
Mountain Top Group Colorado Springs, CO May 2017 - Jul 2021 4
Mountain Top Group LLC Co Springs, CO May 2017 - Jul 2021 4
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO Oct 1983 - Jul 2021 37
Waddell & Reed, Inc. Colorado Springs, CO Mar 1983 - Jul 2021 38
Living Hope Church Colorado Springs, CO Apr 2018 - Mar 2021 2
Austin Bluffs Sertoma Colorado Springs, CO Jul 2016 - Feb 2019 2
Patrick A Kravitz Inc. Colorado Springs, CO Jan 2000 - Nov 2017 17
High Noon Sertoma Colorado Springs, CO Jan 1987 - Jul 2016 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Patrick A. Kravitz
Phone Number: 704-733-3300
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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