Patrick Carl Thuemmel
Investment adviser representative at Samalin Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$490.5MFirm 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
11 years in the industry.
- Samalin WealthJul 2020 to now
- Samalin Investment Counsel, LLCJul 2020 to now
- Northwest Asset ManagementJan 2018 to Jul 2020
- Sigma Financial CorporationNov 2015 to Dec 2017
- Sigma Planning CorporationNov 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Samalin Wealth
Legal name: Samalin Investment Counsel, LLC
$490.5MAssets managed
544Clients
8Advisers
19 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
- 4902700
- Firm CRD
- 142214