Patrick Couch is a registered investment advisor, based in South Bend, IN, with 4 years of industry experience.
Location
17535 Generations Dr, South Bend, IN, 46635
Get directionsHistory
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 a fixed insurance agent with Shoemaker Financial since April 2023, dedicating a few hours per week. He also serves on the advisory board for Reading in Motion, a non-profit, spending minimal time per month.
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
Northwestern Mutual Investment Services, LLCBroker
State Registrations27 states
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.