Patrick Owens is a registered investment advisor, based in Des Moines, IA, with 11 years of industry experience.
Location
100 Court Avenue, Suite 209, Des Moines, IA, 50309
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Avantax Planning Partners, INC.
January 2025 - Present · 1 yr 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
January 2025 - September 2025 · 8 mos
Sorrento Pacific Financial, LLCBroker
May 2023 - September 2024 · 1 yr 4 mos
Sorrento Pacific Financial, LLC
March 2023 - September 2024 · 1 yr 6 mos
Independent Wealth Network, INC.
August 2020 - March 2023 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
March 2020 - August 2020 · 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - August 2020 · 6 yrs 2 mos
State Registrations1 state
IA
AdvisorBrokerBoth
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
No exam information available for this advisor.