Patrick J. Wardian

WARDIAN WEALTH MANAGEMENT

Coeur D'alene, ID 83814

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CRD#: 5500315

Professional summary

Patrick Jay Wardian, who also goes by Pat J. Wardian, is a registered financial advisor currently at WARDIAN WEALTH MANAGEMENT, INC. located in Coeur D'alene, Idaho.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Patrick has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat J. Wardian

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.

04/2009; WARDIAN WEALTH MANAGEMENT, INC.; OWNER/OFFICER; MARKET, RECOMMEND, AND PRODUCE SALES OF ANNUITIES AND LIFE INSURANCE PRODUCTS; 50% OF TIME; INVESTMENT RELATED-YES; FROM 1875 N LAKEWOOD DRIVE, STE. 102, COEUR D'ALENE ID 83814. NAME:YOUR RETIREMENT RESOURCE CENTER; INV RELATED:NO; ADDRESS:1875 N. LAKEWOOD DRIVE, STE. #102, COEUR D'ALENE, ID, 93814; NATURE:LANDLORD OF THE OFFICE SUITE OF 8 OFFICES. MARKETING UMBRELLA FOR THE ABILITY TO RELAY A "ONE-STOP SHOP" FOR REFERRALS; POSITION:OWNER/SOLE PROPRIETOR; START DATE:12/8/2016; HOURS/MONTH:4; TRADING HOURS/MONTH:4; DUTIES:MARKETING "YOUR RETIREMENT RESOURCE CENTER" FOR NEEDS THAT ARE RETIREMENT RELATED TO PRODUCE LEADS FOR SUITE TENANTS. Patrick J. Wardian is the Owner/President of Wardian 2296 Rental, LLC an entity set up for the 25% of his primary residence used as a long term Tenant Rental . He spends less than 5% of his time on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Jay Wardian'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®

None

Experience

Current

February 8, 2018 - Present

WARDIAN WEALTH MANAGEMENT, INC.

Office #1: 1875 N. Lakewood Dr., Suite 102, Coeur D'alene, ID 83814

RIA

CRD#: 292029

Coeur D'alene, ID

Past

October 18, 2013 - February 15, 2018

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

COEUR D' ALENE, ID

Past

July 7, 2008 - October 24, 2013

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

COEUR D' ALENE, ID

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

Idaho
(2/8/2018)

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: 7/3/2008

Uniform Investment Adviser Law Examination

Current Firm

WARDIAN WEALTH MANAGEMENT, INC.

WARDIAN ADVISORY SERVICES | WARDIAN WEALTH MANAGEMENT, INC. | WARDIAN WEALTH MANAGEMENT | WARDIAN ADVISORY SERVICES, LLC

CRD#: 292029 / SEC#:

Idaho

Registered Investment Advisory firm - (2/7/2018 Approved)

Washington

Registered Investment Advisory firm - (4/10/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1875 N. Lakewood Dr. Suite 102, Coeur D'alene, ID 83814

Mailing Address

Phone number

(208) 664-8980

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick J. Wardian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Jay Wardian's CRS (Customer Relationship Summary).

Certified licenses

Experience

WARDIAN WEALTH MANAGEMENT, INC.

MADISON AVENUE SECURITIES, LLC

USA FINANCIAL SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/3/2008

Current Firm

WARDIAN WEALTH MANAGEMENT, INC.

Contact information

Documents

Red Flags

Company Information

WARDIAN WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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