Patrick J. Couture

KEYSTONE FINANCIAL

EAU CLAIRE, WI 54701

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CRD#: 6054280

Professional summary

Patrick J Couture, who also goes by Pat Couture, is a registered financial advisor currently at KEYSTONE FINANCIAL located in Eau Claire, Wisconsin.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patrick has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Couture

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.

1) COUTURE ADVISORY GROUP,LLC POSITION: President NATURE: Annuity and life insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/08/2008 ADDRESS: 4252 Southtowne Drive, Suite D, Eau Claire WI 54701, United States DESCRIPTION: Historically this entity was used as a DBA name for investment advisory services, however, as of May 2025, this entity is now used sole as a licensed insurance agency. 2) Valley Curb, Non Investment Related; N1652 950th Street, Eau Claire WI 54701POSITION: partner NATURE: Continuous concrete landscape curbing/edging; NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023; DESCRIPTION: Occasionally I help when additional labor is required.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J Couture'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

June 5, 2025 - Present

KEYSTONE FINANCIAL

Office #1: 4252 Southtowne Drive , Suite D, Eau Claire, WI 54701Office #2: 4252 Southtowne Drive Suite D, Eau Claire, WI 54701

RIA

CRD#: 336237

EAU CLAIRE, WI

Past

October 7, 2019 - July 30, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Eau Claire, WI

Past

April 11, 2012 - October 7, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Eau Claire, WI

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

Wisconsin
(6/5/2025)

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: 10/20/2011

Uniform Investment Adviser Law Examination

Current Firm

KEYSTONE FINANCIAL

COUTURE ADVISORY GROUP, LLC | THE KEYSTONE GROUP LLC | KEYSTONE FINANCIAL | KEYSTONE

CRD#: 336237 / SEC#:

Wisconsin

Registered Investment Advisory firm - (6/5/2025 Approved)

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Contact information

Main Address

4252 Southtowne Drive , Suite D, Eau Claire, WI 54701

Mailing Address

Phone number

(715) 835-6022

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. Couture

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J Couture's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYSTONE FINANCIAL

AE WEALTH MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2011

Current Firm

KEYSTONE FINANCIAL

Contact information

Documents

Red Flags

Company Information

KEYSTONE FINANCIAL

TRUST BUT VERIFY

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