Patrick D. Collins

TREASURE VALLEY FINANCIAL PLANNING

MERIDIAN, ID 83642

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CRD#: 5728681

Professional summary

Patrick D Collins, who also goes by Patrick Collins, is a registered financial advisor currently at TREASURE VALLEY FINANCIAL PLANNING located in Meridian, Idaho.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Patrick Collins

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.

BUSINESS OWNERSHIP ; ORTIGARA, LLC; MANAGING MEMBER; Managing member; established to manage financial services practice; BOISE, ID 83716; Investment Related; JULY 2011; 1-9 HRS PER MONTH; 1-9 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick D Collins'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®

None

Experience

Current

May 27, 2026 - Present

TREASURE VALLEY FINANCIAL PLANNING

Office #1: 3715 E. Overland Road Ste 205, Meridian, ID 83642

RIA

CRD#: 341732

MERIDIAN, ID

Past

August 4, 2017 - August 10, 2026

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 170602

Meridian, ID

Past

September 13, 2013 - August 16, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BOISE, ID

Past

September 13, 2013 - August 16, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BOISE, ID

Past

February 11, 2010 - September 19, 2013

WADDELL & REED

RIA

CRD#: 866

BOISE, ID

Past

January 20, 2010 - September 19, 2013

WADDELL & REED

CRD#: 866

BOISE, 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
(5/27/2026)

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 66

Date: 2/10/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2010

General Securities Representative Examination

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

TREASURE VALLEY FINANCIAL PLANNING | TVFP, LLC

CRD#: 341732 / SEC#: 801-136321

RIA

Registered Investment Advisory firm - (5/21/2026 120-Day Approval)

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Contact information

Main Address

3715 E. Overland Road Ste 205, Meridian, ID 83642

Mailing Address

Phone number

(208) 789-0888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (5/27/2026)

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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Patrick D. Collins

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick D Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREASURE VALLEY FINANCIAL PLANNING

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2010

SIE

Date: 8/16/2017

Series 7

Date: 1/19/2010

Current Firm

TREASURE VALLEY FINANCIAL PLANNING

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TREASURE VALLEY FINANCIAL PLANNING

TRUST BUT VERIFY

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