Brian Fitzpatrick is a registered investment advisor, based in Oskaloosa, IA, with 22 years of industry experience.
Location
210 S. 2nd Street, Oskaloosa, IA, 52577
Get directionsHistory
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
Brian owns rental real estate and dedicates about a quarter of his time to it. He also services non-variable insurance policies, spending minimal time on this activity, and is the President of Fitzpatrick Financial Services, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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.