PM
CFA
PM
CFA
Patrick Mcguinnis is a CFA-designated registered investment advisor, based in South Milwaukee, WI, with 4 years of industry experience.
Location
1125 Milwaukee Ave, South Milwaukee, WI, 53172
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Regulatory History (1)
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Criminal
August 1990Final Disposition
Other Business Activities
Patrick works as a Portfolio Management Analyst II at DB Tax & Wealth LLC, dedicating nearly full-time hours to investment advisory, tax preparation, and accounting. He is also a managing member of an inactive bookkeeping company and provides part-time freelance flight instruction a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2024 - September 2025 · 1 yr 8 mos
Avantax Investment Services, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Wachovia Securities, LLC
May 2005 - August 2006 · 1 yr 3 mos
Wachovia Securities, LLCBroker
September 2004 - August 2006 · 1 yr 11 mos
State Registrations1 state
WI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.