Patrick Klipstein
Patrick Klipstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cheyenne, WY, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4012 Laramie Street, Cheyenne, WY, 82001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is the owner/proprietor of Klipstein Ranch, a cattle ranch, dedicating about half of his time to it. He is also a partner in Mckenzie Farm LLC, overseeing a family farm and spending about 10-20% of his time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
State Registrations8 states
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