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Patrick Hanosek

9 Years of Experience
Collegeville, PA
BrokerSells Insurance

Patrick Hanosek is a registered investment advisor at Wienken Advisors, LTD., based in Collegeville, PA, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only

Fee Structure

  • Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
  • Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
  • Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
One-Time Plan:$299
Hourly Rate:$85 - $250/hr
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Location

Collegeville, PA

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History

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.

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Other Business ActivitiesSells Insurance

Patrick is an agent for URL Insurance Group, selling group life and health insurance, dedicating minimal time. He is also an Investment Advisor Representative at Wienken Advisors, Ltd., spending about 10-20% of his time as a speaker/presenter of educational seminars.

Employment History
Current Registrations
Wienken Advisors, LTD.
August 2018 - Present · 7 yrs 9 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
November 2016 - Present · 9 yrs 6 mos
MML Investors Services, LLCBroker
November 2016 - Present · 9 yrs 6 mos
State Registrations26 states
ALAZCACODEFLGAHIIAIDINMAMDMEMNNCNDNJNYOHPARISCTXVAWV
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.
Patrick Hanosek - Financial Advisor | TrueAdvisor