Patrick W. Sandner

LANDING FINANCIAL GROUP

NORTH PALM BEACH, FL 33408

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CRD#: 2462149

Professional summary

Patrick William Sandner is a registered financial advisor currently at LANDING FINANCIAL GROUP, INC. located in North Palm Beach, Florida.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Patrick has worked at 6 firms and has passed the Series 65, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LANDING INSURANCE GROUP, LLC; INVESTMENT RELATED; NORTH PALM BEACH, FL; INSURANCE AGENT/OWNER; INSURANCE PRODUCT SALES; 04/2003; 80 hours per month INCLUDING DURING TRADING HOURS. FLORIDA ADULT EDUCATION, INC; INV REL; NORTH PALM BEACH, FL; PRESIDENT; OFFER EDUCATIONAL CLASSES ON HEALTH AND WEALTH; 02/2025; 20 HRS/MO; 10 DURING SEC TRDG.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Sandner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 27, 2022 - Present

LANDING FINANCIAL GROUP, INC.

Office #1: 631 Us Highway One Suite 201, North Palm Beach, FL 33408

RIA

CRD#: 321112

NORTH PALM BEACH, FL

Past

June 28, 2017 - October 31, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

West Palm Beach, FL

Past

February 6, 2012 - May 6, 2013

QUESTAR CAPITAL CORPORATION

CRD#: 43100

CORAL SPRINGS, FL

Past

September 14, 2011 - December 31, 2011

GWN SECURITIES INC.

CRD#: 128929

PALM BEACH GARDENS, FL

Past

December 1, 2006 - October 15, 2009

QUESTAR CAPITAL CORPORATION

CRD#: 43100

CORAL SPRINGS, FL

Past

January 13, 2006 - December 1, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

MARGATE, FL

Past

May 15, 2003 - October 26, 2005

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

April 7, 1994 - April 16, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/14/2022)

IAR

Texas
(4/27/2022)

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

State Security Law Exam

IAR

Series 65

Date: 5/27/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 4/6/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 2/19/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

LANDING FINANCIAL GROUP, INC.

CRD#: 321112 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Texas

Registered Investment Advisory firm - (4/27/2022 Conditional Restricted)

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Contact information

Main Address

631 Us Highway One Suite 201, North Palm Beach, FL 33408

Mailing Address

Phone number

(561) 229-0009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick W. Sandner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick William Sandner's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANDING FINANCIAL GROUP, INC.

AE WEALTH MANAGEMENT, LLC

QUESTAR CAPITAL CORPORATION

GWN SECURITIES INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2017

Series 6

Date: 4/6/1994

Series 26

Date: 2/19/1997

Current Firm

LANDING FINANCIAL GROUP, INC.

Contact information

Documents

Red Flags

Company Information

LANDING FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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