Patrick J. Rumoro

LFG WEALTH PARTNERS

ELIZABETHTOWN, KY 42701

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CRD#: 7311485

Professional summary

Patrick John Rumoro is a registered financial advisor currently at LFG WEALTH PARTNERS, LLC located in Elizabethtown, Kentucky.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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 Albatross Group LLC; Not Investment Related; Real Estate Holding Company,Member,2022-08-10,20 hours per month,0 hours per month during trading hours,Other Compensation,"K-1 Profit, My responsibility will be acting as a property manager to coordinate contractors and manage the tenants. " Thigh Tie LLC; Not investment Related; 10507 Firview Ct. Louisville, KY 40299; Product Sales, Travel Accessory; Owner; Start Date: 10/2022; Approx 30 hrs/month; Approx 00 hrs/month during trading hours. Orders, packages, and shipping products to customers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick John Rumoro'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

June 27, 2024 - Present

LFG WEALTH PARTNERS, LLC

Office #1: 2905 Ring Road, Elizabethtown, KY 42701

RIA

CRD#: 331339

ELIZABETHTOWN, KY

Past

June 13, 2024 - June 26, 2024

LFG WEALTH PARTNERS, LLC

RIA

CRD#: 331339

ELIZABETHTOWN, KY

Past

April 14, 2023 - September 20, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Louisville, KY

Past

September 21, 2021 - March 17, 2023

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Louisville, KY

Past

June 16, 2021 - March 22, 2023

MAGNATE ADVISORY SERVICES, LLC

RIA

CRD#: 283056

LOUISVILLE, KY

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".

LFG WEALTH PARTNERS, LLC

LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA

Registered Investment Advisory firm - (5/31/2024 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

Kentucky
(6/27/2024)

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

Series 63

Date: 11/17/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/20/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/28/2021

Securities Industry Essentials Examination

Current Firm

LFG WEALTH PARTNERS, LLC

LEGATO FINANCIAL GROUP, INC. | LFG WEALTH PARTNERS, LLC | LFG PREMIER

CRD#: 331339 / SEC#: 801-130411

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

2905 Ring Road, Elizabethtown, KY 42701

Mailing Address

Phone number

(877) 573-2043

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LFG PREMIER ADV PART 2A FIRM BROCHURE (7/28/2025)

LFG PREMIER WRAP FEE BROCHURE (7/28/2025)

LFG WEALTH PARTNERS, LLC ADV PART 2A FIRM BROCHURE (7/28/2025)

LFG WEALTH PARTNERS, LLC WRAP FEE BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 111,999,695

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 J. Rumoro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LFG WEALTH PARTNERS, LLC

AE WEALTH MANAGEMENT, LLC

SILVER OAK SECURITIES, INCORPORATED

MAGNATE ADVISORY SERVICES, LLC

Primary Firm SEC Registration

LFG WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/17/2021

Series 65

Date: 4/20/2021

Series 7TO

Date: 9/21/2021

SIE

Date: 6/28/2021

Current Firm

LFG WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LFG WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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