Patrick Eugene Flynn
Investment adviser representative at Wealthspire Retirement Advisory
32 yearsExperience
1 stateRegistered in
ChFC®Designation
$38.6BFirm 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
Experience
32 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Aug 2024 to Oct 2025
- NfpAug 2023 to Aug 2024
- Sigma Planning CorporationApr 2016 to Jan 2019
- Flynn & Company, Inc.Sep 1994 to Aug 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 1978133
- Firm CRD
- 121254