Patrick O'hare Newcombe
CFP®Professional Summary
Patrick O'hare Newcombe, CFP®, who also goes by Patrick Ohare Newcombe, is a registered financial advisor currently at CALDER FINANCIAL GROUP located in Ada, Michigan. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Patrick has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Ohare Newcombe
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP
Contact Information
Main Address
7504 Thornapple River Dr. Se, Ada, MI 49301Phone Number
(616) 235-2442# of Employees
7SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,831AUM (Assets Under Management)
$297,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
CALDER CONSULTING GROUP | TUINSTRA TAX PLANNING | CALDER INVESTMENT ADVISORS | CALDER FINANCIAL GROUP
State Registrations and Notice Filings
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick O'hare Newcombe's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
