Patrick Walsh
Patrick Walsh is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mendota Heights, MN, with 17 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
750 Main St Ste 211, Mendota Heights, MN, 55118
Get directionsHistory
Regulatory History (1)
Criminal
June 1988Other Business ActivitiesSells Insurance
Patrick owns a single-family real estate property since 2021. He also works as an independent insurance broker, selling term life insurance since 2018.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
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.
Exams
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