Patrick Bollinger

WPG FINANCIAL GROUP

Baltimore, MD 21224

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CRD#: 6754992

Professional summary

Patrick Bollinger is a registered financial advisor currently at WPG FINANCIAL GROUP, LLC located in Baltimore, Maryland.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bollinger'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

October 19, 2018 - Present

WPG FINANCIAL GROUP, LLC

Office #1: 3600 O'donnell Street Suite 860, Baltimore, MD 21224

RIA

CRD#: 291708

Baltimore, MD

Past

October 18, 2018 - June 25, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

BALTIMORE, MD

Past

July 18, 2017 - November 5, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BALTIMORE, MD

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".

WPG FINANCIAL GROUP, LLC

BMORE DESIGNED, LLC | WPG FINANCIAL GROUP, LLC | WPG ADVISERS, LLC

CRD#: 291708 / SEC#: 801-114047

RIA

Registered Investment Advisory firm - (9/27/2018 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

Maryland
(10/19/2018)

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: 10/1/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2017

General Securities Representative Examination

Current Firm

WPG FINANCIAL GROUP, LLC

BMORE DESIGNED, LLC | WPG FINANCIAL GROUP, LLC | WPG ADVISERS, LLC

CRD#: 291708 / SEC#: 801-114047

RIA

Registered Investment Advisory firm - (9/27/2018 Approved)

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Contact information

Main Address

3600 O'donnell Street Suite 860, Baltimore, MD 21224

Mailing Address

Phone number

(410) 522-2030

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

ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,332
AUM (Assets Under Management)	$ 356,338,772

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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Firm Stability Insights

Patrick Bollinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

WPG FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/1/2018

Series 7TO

Date: 4/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2017

Current Firm

WPG FINANCIAL GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPG FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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