Mary Lynne Patch
Investment adviser representative at Atlatl Advisers
12 yearsExperience
2 statesRegistered in
$392.7MFirm assets
2 yearsFirm in business
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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
12 years in the industry.
- Atlatl AdvisersAug 2023 to now
- Patch Retirement Plan Solutions, LLCOct 2016 to now
- IfpAug 2019 to Jul 2023
- Fraternal Order of EaglesAug 2018 to Dec 2018
- Williams Group, LLCNov 2016 to Nov 2019
- Kestra FinancialAug 2014 to Mar 2017
- Partners Wealth Management, Inc.Aug 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (IA, WI).
Atlatl Advisers
Legal name: Atlatl Advisers LLC
$392.7MAssets managed
274Clients
7Advisers
2 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
- 2953723
- Firm CRD
- 284036