Patrick Walsh (CRD# 5623410) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mendota Heights, MN and has over 15 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Mendota Heights, MN | Mar 2020 - Current | 4 |
| Cottage Grove Athletic Association | Cottage Grove, MN | Nov 2014 - Current | 9 |
| Ameriprise Financial Services, Inc. | Mendota Heights, MN | Feb 2018 - Mar 2020 | 2 |
| Waddell & Reed, Inc. | Bloomington, MN | Apr 2011 - Feb 2018 | 6 |
| Various Insurance Carriers For W & R Insurance Agencies | Cottage Grove, MN | Apr 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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