Patterson J. Mckinlay

BUCK WEALTH STRATEGIES

Denver, CO 80237

Some features on this profile are disabled

CRD#: 2515175

Professional summary

Patterson James Mckinlay is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Denver, Colorado and MADISON AVENUE SECURITIES, LLC located in Denver, Colorado.

Patterson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Patterson has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 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.

1) Buck Financial Services Achieve Retirement: Employee, Investment related: no, Address: 4600 S Syracuse St. Ste 650 Denver CO 80237. Position: President Achieve Retirement, Duties: Consulting and advising employees on the establishment and operation of employee retirement and deferred compensation plans. Services per hours week: 40 hrs. Start date: 8/18/2025 2) MAS: RR, Investment related, address: 13500 Evening Creek North Ste 555 San Diego CA 92128, Broker Dealer, Position: President Achieve Retirement Duties: Registered representative Hours/week: 10 hrs. start date: 8/18/2025 3) EABINS Insurance Agent: investment related, position: Insurance agent, address: 55 Merchant St. Ste 2100 Honolulu HI 96813. Hrs/week: 40 hrs. Start date 8/18/2025 4) Buck Wealth Strategies, LLC: investment related, position: IAR. address: 55 Merchant St. ste 2100, Honolulu, HI 96813. Hrs/week: 40. Start date 8/18/2025 5) Real Estate Rental: investment related. Position: owner. 4 Hrs/week. 6) Colorado Rapids Youth Soccer Club: not investment related. Position: coach. Address: Fort Collins, CO. Hrs/month: 72. start date 9/1/2020 7) Patterson McKinlay, LLC: not investment related. Position: owner. Hrs/month: 4. start date: 07/01/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patterson James Mckinlay's CRS (Customer Relationship Summary).

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

August 18, 2025 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 4600 S. Syracuse Street Suite 650, Denver, CO 80237

RIA

CRD#: 322138

Denver, CO

Current

August 20, 2025 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 4600 S. Syracuse Suite 650, Denver, CO 80237

RIA

CRD#: 23224

Denver, CO

Past

October 28, 2014 - August 15, 2025

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

DENVER, CO

Past

September 25, 2014 - August 20, 2025

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

October 20, 2010 - December 24, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

DENVER, CO

Past

October 20, 2010 - December 3, 2014

FINANCIAL TELESIS INC

CRD#: 31012

DENVER, CO

Past

October 25, 2004 - October 22, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

DENVER, CO

Past

June 3, 2004 - October 22, 2010

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

DENVER, CO

Past

June 18, 2003 - February 12, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

DENVER, CO

Past

June 18, 2003 - February 12, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 18, 2003 - February 12, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

October 22, 2002 - April 16, 2003

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

FORT COLLINS, CO

Past

October 22, 2002 - April 16, 2003

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

July 9, 2002 - October 22, 2002

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

GREENWOOD VILLAGE, CO

Past

January 2, 2001 - October 22, 2002

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

January 4, 1999 - January 2, 2001

JWGENESIS FINANCIAL GROUP, INC

CRD#: 38166

BOCA RATON, FL

Past

August 23, 1994 - January 4, 1999

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(9/22/2025)

IAR

Colorado
(8/18/2025)

Colorado
(8/20/2025)

Idaho
(9/22/2025)

Illinois
(9/22/2025)

Kansas
(9/22/2025)

Ohio
(9/23/2025)

Tennessee
(9/22/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/23/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/17/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/29/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patterson J. Mckinlay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patterson James Mckinlay's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

JWGENESIS FINANCIAL GROUP, INC

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/2005

Series 65

Date: 3/17/1999

SIE

Date: 10/1/2018

Series 7

Date: 8/22/1994

Series 24

Date: 2/29/1996

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors