Patricia Elizabeth Monat
Investment adviser representative at Osaic Wealth, Inc.
40 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
40 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Pem, LLCJan 2014 to now
- Don Bosco Endowment FundMay 2011 to now
- St Athanasuis School EndowmentMay 2011 to now
- National Travelers Life Co.Jun 1986 to now
- Woodbury Financial Services IncNov 2017 to Jan 2024
- Monat Insurance ServicesMay 2011 to Dec 2022
- Sii Investments, IncJan 2003 to Nov 2017
- Monat Financial Services/ownerJun 1993 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, FL, IA, IL, MN, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1781524
- Firm CRD
- 23131