Patrick D. Moyneur
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Daniel Moyneur's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
November 12, 2010 - Present
JNBA FINANCIAL ADVISORS, LLC
Office #1: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437September 28, 2001 - December 12, 2012
RMJB, INC.
December 18, 1996 - July 26, 2001
CHARLES SCHWAB & CO., INC.
January 21, 1993 - September 30, 1996
GRIFFIN FINANCIAL SERVICES
May 27, 1987 - March 30, 1992
GRIFFIN FINANCIAL SERVICES
Primary Firm SEC Registration
JNBA FINANCIAL ADVISORS, LLC
CRD#: 106550 / SEC#: 801-21522
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2013)
(11/12/2010)
Exams
Series 8
Date: 3/3/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
JNBA FINANCIAL ADVISORS, LLC
CRD#: 106550 / SEC#: 801-21522
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,901 |
| AUM (Assets Under Management) | $ 1,683,609,117 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/17/2025 | ||
| 12/26/2024 | ||
| 02/23/2024 | ||
| 06/21/2023 |
Red Flags
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.
