Patrick Edward Mcguinnis
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$256.8BFirm 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
19 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Flight InstructionApr 2024 to now
- Db Tax & Wealth LLCSep 2022 to now
- Avantax Advisory ServicesAug 2023 to Sep 2025
- Avantax Investment Services Inc.Aug 2023 to Sep 2025
- Atp Flight SchoolJun 2023 to Jul 2023
- Spring City Aviation IncMay 2022 to May 2023
- UnemploymentAug 2021 to May 2022
- Milwaukee County TransitApr 2021 to Aug 2021
- Truck Fleet ServicesJun 2020 to Apr 2021
- Wells Fargo Asset ManagementJan 2007 to Jun 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2632827
- Firm CRD
- 105644