Patrick Joseph Wehrly
Professional Summary
Patrick Joseph Wehrly is a registered financial advisor currently at SAGEGUARD FINANCIAL GROUP, LLC located in Spring, Texas. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
ASPEN WEALTH MANAGEMENT | WIN FINANCIAL STRATEGIES | VANCE FINANCIAL | UNION FINANCIAL SERVICES | THE OFFICES OF PATRICK J. WEHRLY | SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC | SAGEGUARD INVESTMENT ADVISORY SERVICES | SAGEGUARD FINANCIAL GROUP, LLC | PINEYWOODS FINANCIAL | HERITAGE FINANCIAL PLANNING, LLC | GOLDEN RULE WEALTH PRESERVATION | EVANS ADVISORY SERVICES | DOBBINS WEALTH MANAGEMENT | CONFIDENTLY RETIRED | CHESAPEAKE FINANCIAL SOLUTIONS INC. | BIG COUNTRY FINANCIAL
Contact Information
Main Address
3066 Business Park Circle, Goodlettsville, TN 37072Phone Number
(615) 859-4567# of Employees
14SEC notice filing (28 States and Territories)
Registered to provide investment advisory services in 28 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,676AUM (Assets Under Management)
$755,666,448Similar Advisors
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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.
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Primary Firm SEC Registration
ASPEN WEALTH MANAGEMENT | WIN FINANCIAL STRATEGIES | VANCE FINANCIAL | UNION FINANCIAL SERVICES | THE OFFICES OF PATRICK J. WEHRLY | SAGEGUARD INVESTMENT ADVISORY SERVICES, LLC | SAGEGUARD INVESTMENT ADVISORY SERVICES | SAGEGUARD FINANCIAL GROUP, LLC | PINEYWOODS FINANCIAL | HERITAGE FINANCIAL PLANNING, LLC | GOLDEN RULE WEALTH PRESERVATION | EVANS ADVISORY SERVICES | DOBBINS WEALTH MANAGEMENT | CONFIDENTLY RETIRED | CHESAPEAKE FINANCIAL SOLUTIONS INC. | BIG COUNTRY FINANCIAL
State Registrations and Notice Filings
(12/22/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Wehrly's CRS (Customer Relationship Summary).
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