Patrick T. Schmitz

TRITON INVESTMENTS

MINNEAPOLIS, MN 55413

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CRD#: 7080808

Professional summary

Patrick Thomas Schmitz, who also goes by Patrick Thomas Schimtz, Patrick Schmitz, is a registered financial advisor currently at TRITON INVESTMENTS, LLC located in Minneapolis, Minnesota.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Thomas Schimtz | Patrick Schmitz

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.

Position: Owner; FIRM: Atlas Rental LLC; Investment Related: Yes; Location: 16241 Kwei St. NE, Columbus, MN 55025; Description of the business: Real Estate investment LLC. Buy, rent, develop real estate projects. Long term buy and hold.; Responsibilities Duties: Investor and property management.; Start date with business: 2020-11-25; Hours devoted to business during trading hours: 4; Hours devoted to business outside trading hours: 4 Name of outside business: Remax Results; Is the business investment related: Yes; Location of the business: 1609 Hennepin Ave Minneapolis MN 55403 US; Description of the business: Real Estate Brokerage; Position Title: Real Estate Agent; Responsibilities Duties: Representing buyers and sellers in real estate transactions.; Start date with business: 2022-05-03; Hours per month devoted to business during trading hours: 50; Hours per month devoted to business outside trading hours: 50;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Thomas Schmitz'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

May 16, 2019 - Present

TRITON INVESTMENTS, LLC

Office #1: 711 Quincy St. Ne, Minneapolis, MN 55413

RIA

CRD#: 297585

MINNEAPOLIS, MN

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

Minnesota
(5/16/2019)

IAR

North Dakota
(12/23/2024)

IAR

Texas
(1/5/2022)

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

State Security Law Exam

IAR

Series 65

Date: 4/26/2019

Uniform Investment Adviser Law Examination

Current Firm

TRITON INVESTMENTS, LLC

CRD#: 297585 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/16/2019 Approved)

North Dakota

Registered Investment Advisory firm - (7/17/2018 Approved)

Texas

Registered Investment Advisory firm - (1/5/2022 Conditional Restricted)

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Contact information

Main Address

Bismarck, ND

Mailing Address

Phone number

(701) 425-3374

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 14,080,281

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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Patrick T. Schmitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TRITON INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2019

Current Firm

TRITON INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRITON INVESTMENTS, LLC

TRUST BUT VERIFY

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