Patrick Convery
Patrick Convery is a registered investment advisor at Ameriprise Financial Services, LLC, based in Toledo, OH, with 38 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
5954 Renaissance Place, Suite B, Toledo, OH, 43623
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Patrick has business ownership interests, dedicating minimal time to investment-related activities since 2000. He also has outside employment with A2 business llc, spending about a quarter of his time, including about 10-20% of his time during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Marshall Davis, INC.Broker
State Registrations26 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.
Exams
More Advisors
- Mark KruseAmeriprise Financial Services, LLC
- Richard DesautelsAmeriprise Financial Services, LLC
- Richard Luedtke, CFPAmeriprise Financial Services, LLC
- Douglas Pyle, CFPAmeriprise Financial Services, LLC
- Kenneth Close, CFP, ChFCAmeriprise Financial Services, LLC
- Cathy Snyder, CFPAmeriprise Financial Services, LLC