Patrick Thomas Conklin
Investment adviser representative at Hohimer Wealth Management, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hohimer Wealth Management, LLCApr 2019 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2019
- Wells Fargo Advisors, LLCMar 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, WA).
Hohimer Wealth Management, LLC
$1.3BAssets managed
579Clients
13Advisers
7 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
- 6200472
- Firm CRD
- 300140