Patrick M. Lagan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick Michael Lagan was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 2010. Patrick had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 29, 2019 - April 14, 2025
GREAT LAKES RETIREMENT SOLUTIONS, INC.
September 14, 2015 - September 3, 2019
GRADIENT ADVISORS, LLC
October 19, 2010 - September 10, 2015
REDHAWK WEALTH ADVISORS, INC.
State Registrations and Notice Filings
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Current Firm
GREAT LAKES RETIREMENT SOLUTIONS, INC.
CRD#: 167046 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 39,466,000 |
Red Flags
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