Patrick Howley (CRD# 7640350) is an Investment Advisor Representative working at Mariner Wealth in Brentwood, MO and has 1 year of experience in the finance industry.
CRD# 3168400
Creative Planning
CRD# 2692648
Arbor Point Advisors
CRD# 6888880
Krilogy
Company Name | Location | Dates | Years |
---|---|---|---|
Mariner Wealth Advisors | Brentwood, MO | Sep 2022 - Current | 1 |
Mariner Wealth Advisors | Brentwood, MO | Apr 2022 - Sep 2022 | < 1 |
Mariner Wealth Advisors | Brentwood, MO | Dec 2021 - Apr 2022 | < 1 |
Student | St Louis, MO | Aug 2012 - Dec 2021 | 9 |
Sweet Basil | Vail, CO | Jul 2020 - May 2021 | < 1 |
Springfield Parking Co | Nixa, MO | Oct 2019 - May 2020 | < 1 |
Citizen Kane's | Kirkwood, MO | Nov 2014 - Aug 2019 | 4 |
Mariner Wealth Advisors | Brentwood, MO | Jun 2018 - Aug 2018 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MO
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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