Patrick Robert Kirvan
Investment adviser representative at Advanced Planning Advisors Group Inc.
16 yearsExperience
1 stateRegistered in
$120.4MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Advanced Planning Advisors Group Inc.Dec 2017 to now
- Gradient Advisors, LLCNov 2012 to Apr 2021
- Patrick R. KirvanSep 2010 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Advanced Planning Advisors Group Inc.
$120.4MAssets managed
227Clients
2Advisers
Under 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
- 6135958
- Firm CRD
- 313101