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Patrick Wight

24 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Patrick Wight is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 24 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Patrick is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also manages Wight Brothers LLC, which holds mineral rights, and is a partner at Mill City Financial Partners, spending full-time hours on financial planning and services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Vpwm Advisors, LLC
January 2014 - March 2024 · 10 yrs 2 mos
LPL Financial LLCBroker
July 2007 - March 2024 · 16 yrs 8 mos
LPL Financial LLC
July 2007 - October 2015 · 8 yrs 3 mos
Next Financial Group, INC.Broker
October 2005 - July 2007 · 1 yr 9 mos
American General Securities IncorporatedBroker
October 2002 - October 2005 · 3 yrs
Franklin Financial Services CorporationBroker
March 2002 - October 2002 · 7 mos
State Registrations15 states
CACOFLIAILMDMNNJNVOHOKSDTXWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.