Patrick Donald Guilfoy
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
16 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Mid-American Wealth Advisory Group, Inc.Jul 2025 to now
- Ae Wealth Management, LLCJul 2024 to May 2025
- Advisors ExcelMar 2023 to May 2025
- Duncan Financial Management, Inc.May 2020 to Dec 2022
- UnemployedFeb 2020 to May 2020
- Minnesota Life Insurance CompanyJul 2018 to Feb 2020
- Renaissance FinancialJul 2018 to Feb 2020
- Securian Financial Services IncJul 2018 to Feb 2020
- Securian Financial Services IncFeb 2018 to Jun 2018
- Reclaim RenewDec 2016 to Jan 2017
- Sterling Food Service ManagementAug 2014 to May 2018
- University of Missouri - ColumbiaAug 2014 to May 2018
- Old Warson Country ClubMay 2010 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mid-American Wealth Advisory Group
Legal name: Mid-American Wealth Advisory Group Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6911433
- 301621