Patrick Flynn
Patrick Flynn is a ChFC-designated registered investment advisor at Wealthspire Retirement Advisory, based in Troy, MI, with 25 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
3001 W. Big Beaver Road, Suite 100, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Criminal
October 2013Other Business ActivitiesSells Insurance
Patrick is a licensed life, health, and accident insurance broker since 1990, dedicating nearly full-time hours to this activity. He is also a passive investor in a medical device company and a real estate group.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Spc
NFP Securities, INC.
NFP Securities, INC.Broker
Haas Financial Products, INC.Broker
Vestax Securities CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
New England SecuritiesBroker
Forth Financial Securities, CorporationBroker
State Registrations1 state
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.