Patrick Cleave is a CFP-designated registered investment advisor, based in St Louis, MO, with 12 years of industry experience.
Location
5700 Oakland Ave, Ste 400, St Louis, MO, 63110
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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 agent/broker for Co-op Insurance and R.F. Brokerage, selling fixed insurance, dedicating minimal time to each. Patrick is also the president of the SSM Cardinal Glennon Foundation Development Board, a non-profit, spending a few hours per week running board meetings.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations21 states
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