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PS

Patrick B. Severson

TRUEWEALTH FINANCIAL PARTNERS
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 6108246
PS

Professional summary

Patrick Bruce Severson, who also goes by Patrick Severson, is a registered financial advisor currently at TRUEWEALTH FINANCIAL PARTNERS located in Bellevue, Washington.

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 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick Severson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bruce Severson'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

September 12, 2021 - Present

TRUEWEALTH FINANCIAL PARTNERS

Office #1: 915 118th Ave Se, Suite 140, Bellevue, WA 98005
RIA
CRD#: 316079
Bellevue, WA
Past

June 17, 2015 - December 16, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELLEVUE, WA
Past

June 17, 2015 - December 6, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA
Past

February 14, 2013 - June 12, 2015

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
BELLEVUE, WA
Past

November 15, 2012 - June 12, 2015

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRUEWEALTH FINANCIAL PARTNERS
TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA
Registered Investment Advisory firm - (9/3/2021 Approved)

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
Texas
(9/12/2021)
IAR
Washington
(9/12/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/10/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2012
General Securities Representative Examination

Current Firm

TF
TRUEWEALTH FINANCIAL PARTNERS
TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA
Registered Investment Advisory firm - (9/3/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
915 118th Ave Se, Suite 140, Bellevue, WA 98005
Mailing Address
Phone number
(425) 615-7360
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE WITH APPENDIX 1 (3/16/2026)

Regulatory assets under management

Total Number of Accounts477
AUM (Assets Under Management)$ 273,719,158

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.

Company Information

TRUEWEALTH FINANCIAL PARTNERS

CRD#: 316079Bellevue, WA 98005

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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