Patrick M Ritter
Investment adviser representative at Core Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$525MFirm 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
Experience
10 years in the industry.
- Core Planning, LLCFeb 2022 to now
- KemperFeb 2022 to now
- KrilogyMar 2020 to Feb 2022
- Core Planning, LLCJun 2019 to Mar 2020
- Compass Retirement SolutionsSep 2018 to May 2019
- Wells FargoJan 2018 to Jul 2018
- N/aJul 2017 to Jan 2018
- Fiduciary Advisors, Inc.May 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 4752124
- Firm CRD
- 154660