PW
Patrick J. Wisneski
INTEGRITY FUNDS DISTRIBUTOR
MINOT, ND 58703
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CRD#: 4206901
PW
Patrick Joseph WisneskiINTEGRITY FUNDS DISTRIBUTOR
Professional summary
Patrick Joseph Wisneski, who also goes by Pat Wisneski, is a registered financial professional currently at INTEGRITY FUNDS DISTRIBUTOR, LLC located in Minot, North Dakota.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2000. Patrick has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Pat Wisneski
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.
Name: Castlewood Water & Sanitation Distract address: 8390 E Crescent Pkwy, Suite 300, Greenwood Village, CO 80111 title: Board Member start: 6/9/23 time: 1 hour month. not business securities related Castlewood WSD handles the waste water (sewage) from residential and commercial locations within the district. �Sewage taps, pipelines, lifts, and pumping stations through the district. Castlewood Water and Sanitation District (the District), a quasi-municipal corporation and political subdivision of the State of Colorado, is governed pursuant to provisions of the Colorado Special District Act. As a result of a District election November 5, 2002, and effective with the District Court Order dated January 29, 2003, and posting with the County Clerk and Recorder on January 30, 2003, the District was established through a consolidation agreement with the Castlewood Sanitation District, a partially overlapping sanitation district, and the Castlewood Water District, a partially overlapping water district, as a new entity incorporated as Castlewood Water and Sanitation District. The District's service area is located entirely in Arapahoe County, Colorado and partially in the cities of Greenwood Village and Centennial as well as unincorporated Arapahoe County. The District was established to provide sewage transmission and treatment services, as well as water services to its service areas. It contracts with Metro Wastewater Reclamation District (the Metro) for sewage treatment services and with the City and County of Denver through its Board of Water Commissioners (Board or DWD) to provide water to the District's customers (see Note 7). �The District follows the Governmental Accounting Standards Board (GASB) accounting pronouncements which provide guidance for determining which governmental activities, organizations and functions should be included within the financial reporting entity. GASB pronouncements set forth the financial accountability of a governmental organization's elected governing body as the basic criterion for including a possible component governmental organization in a primary government's legal entity. Financial accountability includes, but is not limited to, appointment of a voting majority of the organization's governing body, ability to impose its will on the organization, a potential for the organization to provide specific financial benefits or burdens and fiscal dependency. � The District has no employees and all operations and administrative functions are contracted. � The District is not financially accountable for any other organization, nor is the District a component unit of any other primary governmental entity. 1 Hour a month meeting - 2nd Friday of every month 8-9am Mangia Bevi Cafe, 6363 S Fiddler's Green Circle, Greenwood Village, CO �80111
CRS (Client Relationship Summary) - BD
Click below to view Patrick Joseph Wisneski'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®
NoneExperience
Current
April 16, 2024 - Present
INTEGRITY FUNDS DISTRIBUTOR, LLC
Office #1: #1 North Main Street, Minot, ND 58703Office #2: 1 North Main Street, Minot, ND 58703-3189BD
CRD#: 26293
MINOT, ND
Past
October 18, 2021 - August 29, 2023
ADVISORS ASSET MANAGEMENT, INC.
RIA
CRD#: 46727
Greenwood Village, CO
Past
May 24, 2021 - August 29, 2023
ADVISORS ASSET MANAGEMENT, INC.
BD
CRD#: 46727
MONUMENT, CO
Past
February 18, 2004 - June 3, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
CENTENNIAL, CO
Past
July 23, 2003 - December 3, 2003
BANC ONE SECURITIES CORPORATION
BD
CRD#: 16999
CHICAGO, IL
Past
December 6, 2000 - July 10, 2003
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 289
HOUSTON, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
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
RR
Colorado(4/16/2024)
RR
Michigan(9/20/2024)
RR
Minnesota(4/16/2024)
RR
Utah(4/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTEGRITY FUNDS DISTRIBUTOR, LLC
INTEGRITY FUNDS DISTRIBUTOR, INC. | THE RANSON COMPANY, INC. | RANSON CAPITAL CORPORATION | INTEGRITY FUNDS DISTRIBUTOR, LLC
CRD#: 26293 / SEC#: , 8-42561
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
1 North Main Street, Minot, ND 58703-3189
Mailing Address
Po Box 500, Minot, ND 58702-0500
Phone number
(701) 852-5292
Established
Kansas since 01/02/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (42 States and Territories)
Documents
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
INTEGRITY FUNDS DISTRIBUTOR, LLC
CRD#: 26293Minot, ND 58703TRUST BUT VERIFY
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