Patrick Daniel Moyneur
CFP®Professional Summary
Patrick Daniel Moyneur, CFP®, who also goes by Patrick Daniel Moyner, is a registered financial advisor currently at JNBA FINANCIAL ADVISORS, LLC located in Bloomington, Minnesota. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Patrick has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 8 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Retirement Planning
- Life Transitions
- Divorce Planning
- Socially Responsible Investing
- Investment Planning
- Employee and Employer Plan Benefits
- Inheritance
- Small Business Planning
- Business Succession Planning
- Comprehensive Financial Planning
Other Aliases
Patrick Daniel Moyner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
JNBA FINANCIAL ADVISORS INC | JNBA FINANCIAL ADVOCATES | JNBA FINANCIAL ADVISORS, LLC
Contact Information
Main Address
8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437Phone Number
(952) 844-0995# of Employees
36SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,157AUM (Assets Under Management)
$2,005,136,361Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/17/2025 | Cover Page | Report |
| 12/26/2024 | Cover Page | Report |
| 02/23/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
JNBA FINANCIAL ADVISORS INC | JNBA FINANCIAL ADVOCATES | JNBA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(12/4/2013)
(11/12/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Mar 1997Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Daniel Moyneur's CRS (Customer Relationship Summary).
Services Offered by Patrick
- Retirement Income Management
- Retirement Planning
- Life Transitions
- Divorce Planning
- Socially Responsible Investing
- Investment Planning
- Employee and Employer Plan Benefits
- Inheritance
- Small Business Planning
- Business Succession Planning
- Comprehensive Financial Planning
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