PR
Patrick W. Rhodes
PWR FINANCIAL SERVICES
FEDERAL WAY, WA 98003
Some features on this profile are disabled
CRD#: 4410886
PR
Professional summary
Patrick Wesley Rhodes is a registered financial advisor currently at PWR FINANCIAL SERVICES located in Federal Way, Washington.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Patrick has worked at 1 firm and has passed the Series 65 exam.
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.
PATRICK RHODES & ASSOCIATES, PLLC(NOT INVESTMENT RELATED) 31620 23RD AVENUE SOUTH, #218 FEDERAL WAY, WA 98003 CERTIFIED PUBLIC ACCOUNTING FIRM MANAGER: PATRICK W. RHODES START DATE RELATIONSHIP: 1998 HOURS: 140HRS. DUTIES: CONSULTING/MANAGEMENT 11th Place LLC; Owns an undeveloped parcel of land; Owner; 1 hr/month; Review monthly financial statements with accountant A Street Associates LLC; Owns a mixed use office/retail building; Owner; 4 hrs/month; Review monthly financial statements with accountant, property management A Street Bar LLC; Full service bar and restaurant; Owner; 4 hrs/month; Review monthly financial statements with accountant, manage daily cashflow and operations Balli Road LLC; Owns an office building; Owner; 4 hrs/month; Review monthly financial statements with accountant, property management Balli Road II LLC; Only activity is a loan to business and a loan to building owner; Owner; 1 hr/month; Review monthly financial statements with accountant Balli Road Investments LLC; Owns an undeveloped parcel of land; Owner; 1 hr/month; Review monthly financial statements with accountant Cornielle LLC; Owns a sailboat; Owner; 1 hr/month; Review monthly financial statements with accountant Countertop LLC; Deli/lunch restaurant; Owner; 1 hr/month; Review monthly financial statements with accountant, manage daily cashflow and operations Downtown Events LLC; Events rental company; Owner; 1 hr/month; Review monthly financial statements with accountant, manage daily cashflow and operations Federal Plaza LLC; Owns an office building; Owner; 4 hrs/month; Review monthly financial statements with accountant, property management Golden Rhodes LLC; Not currently in use; Owner; 0 hrs/month; N/A HOSS of Federal Way LLC; Furnished office space rental company; Owner; 4 hrs/month; Create monthly financial statements review operations with owner Kellogg Sicker Pochert LLC; Owns a mixed use residential/retail building; Owner; 4 hrs/month; Review monthly financial statements with accountant, property management Lift Bridge Coffee LLC; Coffee shop; Owner; 1 hr/month; Review monthly financial statements with accountant, manage daily cashflow and operations May Road LLC; Property Management company; Owner; 1 hr/month; Review monthly financial statements with accountant Network Sports LLC; Manufactures electronic dart boards and skeeball alleys; Owner; 20hrs/month; Review monthly financial statements with accountant, manage daily operations NS Games LLC; Operator of darts, skeeball and jukebox equipment; Owner; 1 hr/month; Review monthly financial statements with accountant, manage daily cashflow and operations Olympic Building of Federal Way LLC; Owns an office building; Owner; 4 hrs/month; Review monthly financial statements with accountant, property management Pacific West Restaurants LLC; Owns the coffee shop and deli; Owner; 1 hr/month; Review monthly financial statements with accountant Patrick W Rhodes Inc PS;Corporation used by Pat Rhodes to loan funds; Owner; 10 hrs/month; Review monthly financial statements with accountant, manage daily cashflow and operations Power Property Consultants Inc.; Property and Asset Management company; Owner; 25 hrs/month; Review monthly financial statements with accountant, manage daily operations Powerball Management LLC; Not currently in use; Owner; 0 hrs/month; N/A Wesley Properties LLC; Not currently in use; Owner; 0 hrs/month; N/A
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Wesley Rhodes'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
September 24, 2002 - Present
PWR FINANCIAL SERVICES
Office #1: 31620 23rd Avenue South Suite #218, Federal Way, WA 98003RIA
CRD#: 112299
FEDERAL WAY, WA
Past
September 24, 2002 - December 31, 2004
PWR FINANCIAL SERVICES
RIA
CRD#: 112299
FEDERAL WAY, WA
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
Washington(9/24/2002)
Current Firm
PF
PWR FINANCIAL SERVICES
PWR FINANCIAL SERVICES | PWR FINANCIAL SERVICES, LLC
CRD#: 112299 / SEC#:
Washington
Registered Investment Advisory firm - (7/9/2001 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
31620 23rd Ave S Suite 320, Federal Way, WA 98003
Mailing Address
31620 23rd Avenue South Suite 218, Federal Way, WA 98003
Phone number
(253) 214-2122
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 83,041,174 |
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.
Company Information
PWR FINANCIAL SERVICES
CRD#: 112299Federal Way, WA 98003TRUST BUT VERIFY
Monitor Patrick Rhodes
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
