Patrick Wilbert
Patrick Wilbert is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
Columbia, MD
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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
Patrick is an insurance specialist at Premier Planning Group since 2007, offering life, health, and annuities, dedicating about a quarter of his time. He is also a partner at Premier Planning Group, Inc. DBA Premier Planning Wealth Management since 2015, offering financial services, also dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 states
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