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Patrick Weinert

5 Years of Experience
Washington, DC

Patrick Weinert is a registered investment advisor at The Money Mission Limited Liability Company, based in Washington, DC, with 5 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
Not specified

Fee Structure

The Money Mission does not manage client investments, but provides advice on which investments to make.

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Location

Washington, DC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
The Money Mission Limited Liability Company
December 2020 - Present · 5 yrs 5 mos
State Registrations1 state
DC
Advisor

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.