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Aaron David Patten

Investment adviser representative at Redhawk Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
18 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

11 years in the industry.

  1. Redhawk Wealth Advisors, Inc.Dec 2022 to now
  2. Payne Financial SolutionsJul 2016 to now
  3. Mwm Advisory Group, LLCMay 2022 to Sep 2022
  4. Southern Glazer's Wine & SpiritsSep 2011 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (IN).

Redhawk Wealth Advisors, Inc.

$1.5BAssets managed
3,205Clients
43Advisers
18 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
7510891
Firm CRD
146616
Advisor's SEC record (opens in a new tab)
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