Patrick F. Ortman
Professional summary
Patrick Francis Ortman, CFP® is a registered financial advisor currently at ORTMAN FINANCIAL PLANNING located in North Bethesda, Maryland.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Francis Ortman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
November 17, 2015 - Present
ORTMAN FINANCIAL PLANNING
Office #1: 909 Rose Ave Floor 4, North Bethesda, MD 20852August 11, 2014 - December 31, 2015
COMMONWEALTH FINANCIAL NETWORK
August 11, 2014 - December 31, 2015
COMMONWEALTH FINANCIAL NETWORK
May 20, 2010 - August 19, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
May 3, 2010 - August 19, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/21/2025)
(3/25/2024)
(10/12/2022)
(1/21/2016)
(11/17/2015)
(1/12/2017)
Exams
Current Firm
ORTMAN FINANCIAL PLANNING
CRD#: 281944 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 330 |
| AUM (Assets Under Management) | $ 63,101,994 |
Red Flags
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