Patrick Stenson
Patrick Stenson is a registered investment advisor at Private Advisor Group, LLC, based in Plymouth, MN, with 38 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
9800 Shelard Parkway, Suite 220, Plymouth, MN, 55441
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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
Patrick sells fixed annuities, non-variable life insurance (primarily term life), long-term care insurance, and disability insurance, dedicating about 10-20% of his time to this. He also provides investment advisory services through Investors Financial Group and Private Advisor Group, spending nearly full-time on these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Investors Financial Group
LPL Financial LLC
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Fsc Securities CorporationBroker
Aam Securities, INC.Broker
Liberty Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.