Patrick Forsyth is a CFP-designated registered investment advisor, based in Houston, MN, with 18 years of industry experience.
Location
Houston, MN
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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 involved in several outside business activities, including selling equity indexed annuities, serving as a director for a property & casualty mutual insurance company, and providing tax preparation/accounting services full-time. He also holds various positions such as accountant/bookkeeper, president, treasurer, director, and trustee for different organizations and trusts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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