Patrick Denman
Patrick Denman is a registered investment advisor at Cetera Investment Advisers LLC, based in Pen Argyl, PA, with 13 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
Pen Argyl, PA
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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 owns an accounting services/tax preparation business and dedicates about 10-20% of his time to it. He also holds a board position with the National Wrestling Coaches Association and sells indexed annuities, whole life, term, disability, and long-term care insurance through Avantax Insurance, spending minimal time on each. Patrick also works full-time in golf course greens maintenance.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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