Patrick Halverson (CRD# 7344239) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Florissant, MO and has over 2 years of experience in the finance industry.
CRD# 6888880
Krilogy
CRD# 2390400
Oppenheimer & Company Inc.
CRD# 1012847
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Florissant, MO | Oct 2022 - Current | 1 |
| Full-time Education | St. Louis, MO | Aug 2017 - Current | 6 |
| Td Ameritrade, Inc. | St. Louis, MO | Feb 2021 - Dec 2023 | 2 |
| Moose Construction | Florissant, MO | Jun 2020 - Feb 2021 | < 1 |
| Show Me's Bar And Grill | Florissant, MO | Feb 2015 - Jan 2021 | 5 |
| Show Me's | O'fallon, MO | Feb 2015 - Jan 2021 | 5 |
| Hendel's Cafe | Florissant, MO | Jul 2019 - Jun 2020 | < 1 |
| Child/unemployed/school | Florissant, MO | Sep 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.