Sandra Patrick is a CFP-designated registered investment advisor, based in Cheyenne, WY, with 41 years of industry experience.
Location
1621 Dell Range Blvd, Cheyenne, WY, 82009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sandra is a high school debate coach, owner of a wealth planning and investment business, and an insurance agent selling fixed, life, health, and property & casualty insurance. She also serves as a CFP, instructor at Laramie County College, successor trustee for two revocable trusts, and holds positions in two real estate LLCs.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Reeves and Company, Investments and Securities, INC.Broker
State Registrations29 states
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