Patrick Heijmen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Warrenton, VA, with 24 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
70 Main St, Ste 31, Warrenton, VA, 20186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an investment committee member for Highland School since 2020, dedicating minimal time. He hears investment manager reports and monitors adherence to investment policy.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Bi Investments, LLC
Bi Investments, LLCBroker
Bi Investments, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations32 states
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
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