Matthew Patrick
Matthew Patrick is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cedarburg, WI, with 22 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
N61 W6312 Turner St, Cedarburg, WI, 53012
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2023Customer Dispute
September 2006Criminal
April 1999Other Business Activities
Matthew owns and manages two rental properties: Patrick Properties since June 2023 and Fischer Pines LLC since August 2024. He spends a few hours per week on these investment-related activities.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations14 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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