PR
CFP
PR
CFP

Patrick Rowland

20 Years of Experience
Stover, MO
Broker

Patrick Rowland is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Stover, MO, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Stover, MO

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Patrick is involved in numerous business activities, including co-ownership and full ownership of various LLCs related to rental properties, farming, cattle operations, honey production, and distilling bourbon. He also coaches golf at a local school, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
December 2011 - May 2024 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2024 · 16 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
July 2005 - January 2008 · 2 yrs 6 mos
State Registrations39 states
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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.
Patrick Rowland - Financial Advisor | TrueAdvisor