Patrick M. Mcginn

GBKS LLC

GREAT BEND, KS

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CRD#: 7138034

Professional summary

Patrick Michael Mcginn, who also goes by Patrick Mcginn, Patrick M Mcginn, is a registered financial advisor currently at GBKS LLC located in Great Bend, Kansas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Patrick has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Mcginn | Patrick M Mcginn

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.

Central Plains Surgical Associates, LLC; GBKS, LLC has a consulting contract with Central Plains Surgical Associates, LLC; Not investment related; 304 C Street Claflin KS 67525; Description: Surgical on-call services; Responsibilities: Business development; 2025-04-01; 0 Hours per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Michael Mcginn'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

August 25, 2025 - Present

GBKS LLC

RIA

CRD#: 337678

GREAT BEND, KS

Past

March 4, 2024 - April 11, 2025

STEWARDRIGHT

RIA

CRD#: 287644

WICHITA, KS

Past

August 26, 2020 - August 30, 2021

HIGHLINE FINANCIAL MANAGEMENT

RIA

CRD#: 308343

KILLINGTON, VT

Past

July 31, 2019 - January 6, 2020

CIMAS, LLC

CRD#: 132263

ALBANY, NY

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

Kansas
(8/25/2025)

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: 3/4/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/11/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/31/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/5/2019

Securities Industry Essentials Examination

Current Firm

GBKS LLC

GBKS INVESTMENT MANAGEMENT | GBKS LLC

CRD#: 337678 / SEC#:

Kansas

Registered Investment Advisory firm - (8/25/2025 Approved)

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Contact information

Main Address

Great Bend, KS

Mailing Address

Phone number

(620) 282-1513

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 M. Mcginn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GBKS LLC

STEWARDRIGHT

HIGHLINE FINANCIAL MANAGEMENT

CIMAS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2024

Series 66

Date: 7/11/2020

Series 7TO

Date: 7/31/2019

SIE

Date: 4/5/2019

Current Firm

GBKS LLC

Contact information

Documents

Red Flags

Company Information

GBKS LLC

TRUST BUT VERIFY

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