Patrick WahlCRD Number: 6615944
Current Firm: Edward Jones
Patrick Wahl (CRD# 6615944) is an Investment Advisor Representative working at Edward Jones in Helena, MT and has over 3 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Cetera Advisor Networks LLC
Lpl Financial LLC
|Edward Jones||St Louis, MO||Feb 2016 - Current||4|
|Moa Basketball Official||Helena, MT||Feb 2014 - Jan 2016||1|
|Helena Family Ymca||Helena, MT||Jan 2012 - Jan 2016||4|
|Lyon Production||Helena, MT||Aug 2006 - Dec 2015||9|
|Carroll College Athletic Dept||Helena, MT||Aug 2008 - Nov 2015||7|
|Helena Umpires Association||Helena, MT||Apr 2012 - Aug 2015||3|
|Helena Ice Arena||Helena, MT||Jan 2011 - Dec 2011||< 1|
|Walt Disney Company||Buena Vista, FL||Feb 2011 - Nov 2011||< 1|
|Carroll College||Helena, MT||Aug 2006 - Nov 2010||4|
|Nibler Farming||Milton-freewater, OR||Jul 2004 - Aug 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
Total Assets Under Management328,989MILLIONS
Total Number of Accounts3,047,151ACCOUNTS
Average Account Value$107,966
- A percentage of assets under your management
- 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)
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.