Patrick Mckim
Patrick Mckim is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 34 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
1165 Delaware Street Suite 245, Denver, CO, 80204
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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 owns Prospera Wealth Management Solutions, LLC, providing financial services and dedicating full-time hours to it. He also sells fixed insurance, including life and long-term care, spending a few hours per week on this activity. Patrick McKim CFP Inc. is a DBA for tax purposes only and requires minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Financial Design & Management, INC.
Adrian & Associates INC
Royal Alliance Associates, INC.Broker
Financial Network Investment CorporationBroker
State Registrations13 states
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