PL
CFP
PL
CFP

Patrick Dennis Lyman

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,550 clients
Average Client Portfolio
$332K average
Assets Under Management
$514.3M

Fee Structure

Minimum Investment:$100K
Loading...

Location

200 Applebee St, Suite 208, Barrington, IL, 60010

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Patrick operates his LPL business through Sequoia Financial Planning and is also an insurance agent through Sequoia Financial Network, taking nearly full-time and a few hours per week, respectively. He also provides administrative support to Sequoia Wealth Management, works as an online tutor, and is a board member for two non-profit organizations.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
April 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 5 mos
State Registrations2 states
ILTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.