Patrick R. Dittmar
Professional summary
Patrick Robert Dittmar, who also goes by Patrick Robert Dittmar, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Helena, Montana and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Patrick has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Robert Dittmar's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2025 - Present
EMPOWER ADVISORY GROUP, LLC
January 30, 2025 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111March 28, 2024 - January 27, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
March 11, 2024 - March 19, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
March 11, 2024 - September 30, 2024
THRIVENT INVESTMENT MANAGEMENT INC.
October 24, 2022 - February 27, 2024
T. ROWE PRICE ADVISORY SERVICES, INC.
February 10, 2022 - February 27, 2024
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 2/10/2022
General Securities Representative ExaminationFINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
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.
