Patricia Lynn Kavanagh
Investment adviser representative at Parr Mcknight Wealth Management Group
10 yearsExperience
1 stateRegistered in
$1.1BFirm 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 assetsFixed 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
10 years in the industry.
- Parr Mcknight Wealth Management GroupAug 2024 to now
- Wells Fargo Advisors Financial Network, Llc/pmwmg LLCJun 2018 to now
- UBS Financial Services IncJun 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MN).
Parr Mcknight Wealth Management Group
Legal name: Parr Mcknight Wealth Management Group, LLC
$1.1BAssets managed
613Clients
10Advisers
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
- 6288825
- Firm CRD
- 330050