Patrick A. Labbe

BRUNI J V & CO

Colorado Springs, CO 80907-7439

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CRD#: 2852209

Professional summary

Patrick Allan Labbe, CFA, who also goes by Patrick Alan Labbe, is a registered financial advisor currently at BRUNI J V & CO located in Colorado Springs, Colorado.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patrick has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Alan Labbe

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Allan Labbe'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®

CFA

Chartered Financial Analyst

Experience

Current

February 21, 2008 - Present

BRUNI J V & CO

Office #1: 1528 N Tejon Street, Colorado Springs, CO 80907-7439

RIA

CRD#: 106644

Colorado Springs, CO

Past

April 29, 1997 - July 14, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, 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".

BRUNI J V & CO

CRD#: 106644 / SEC#: 801-42242

RIA

Registered Investment Advisory firm - (9/3/1992 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/21/2008)

IAR

Texas
(2/21/2008)

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: 3/15/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/26/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/26/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/16/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

BRUNI J V & CO

CRD#: 106644 / SEC#: 801-42242

RIA

Registered Investment Advisory firm - (9/3/1992 Approved)

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Contact information

Main Address

1528 N Tejon Street, Colorado Springs, CO 80907-7439

Mailing Address

Phone number

(719) 575-9880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 3-20-2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 946,856,961

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.

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Advisor Monitoring

Firm Stability Insights

Patrick A. Labbe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Allan Labbe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BRUNI J V & CO

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2008

Series 63

Date: 5/10/1997

Series 7

Date: 4/26/1997

Series 10

Date: 2/26/2001

Series 9

Date: 1/16/2001

Current Firm

BRUNI J V & CO

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRUNI J V & CO

TRUST BUT VERIFY

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