Patrick Mastin
Patrick Mastin is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, MN, with 36 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 2nd Ave SW, Rochester, MN, 55902
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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 life insurance and annuities with various companies. He is also the President of Bennett, Mastin, Kosmack, Inc., a financial services firm, dedicating nearly full-time hours, and the owner of Mastin Financial Inc., a DBA for taxation purposes, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Granite Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 states
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