Kent Allan Fitzpatrick

Current Employers

Employment History

• 04/1988 → Present
  Asset Strategy Financial Group, Llc
  Natick, MA
• 02/2006 → Present
  Asset Strategy Advisors, Llc
  Natick, MA
• 03/2008 → 12/2021
  Asset Strategy Consultants
  Hunt Valley, MD
• 05/2018 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI

Previous Registrations

• 2008-03-13 → 2022-01-04
  Asset Strategy Consultants Llc
  Natick, MA

Other Businesses

1. Asset Strategy Financial Group, Inc. 1.1989, Natick, MA. Investment related. Insurance Broker; President; 10HRS/MO; 1HR/DAY; Commission income for insurance products; Sales and service of life insurance products; 2. Asset Strategy Advisors, LLC, 1/2008, Natick, MA. Investment Related; RIA; Managing Director; 120HRS/MO; 5-6HRS/DAY; Fee Income; Fee based Investment Advisory Firm; 3.Concorde Insurance Agency, 5.2018, Natick, MA, Investment related. Insurance Producer, insurance sales.1-5 hours/mo. during business hours.; 4. Asset Strategy Realty Partners, LLC. 7.2021, Natick MA, Investment related. Real Estate sales/consulting. 1-5 hours/month during trading hours; 5. Notary Public. Non-investment related.7.2019, Natick, MA. Non-Investment related. Notary. 1-5 hours per month during trading hours; 6. Asset Strategy Holdings, LLC. 6.2020, Natick, MA, Non-investment related. Owner. Holding Corporation for business organization purposes. 1-5 hours/month during trading hours; 7. Asset Strategy Innovation Group, LLC/DBA MoneyLetter. 9.2020, Natick, MA. Non-investment related. Owner. Marketing and Publishing. 1-5 hours/month during trading hours. 8. Asset Strategy Tax Consultants LLC, Non investment related, 24 Superior Drive Ste 101, Natick MA 01760, Tax Planning, Manager/Founder, Owner, tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow the lowest taxes possible. Incorporates the analysis and arrangement of the individuals situation to help minimize tax liabilities. 1-5 hrs/month during non business hours 1-5 hrs/month during business hours. 9. Equity Markets Group. Investment-related. Start date: 12/1/2024. 309-A Main Street Peoria, IL 61602. Marketing Consulting. Helps clients access capital efficiently. 1-5 hours during non-trading hours. 1-5 hours during trading hours. 10. Plain & Main LLC. Hold investment real estate. Start date: Oct 22, 2025. 24 Superior Sr, Ste. 101 Natick, MA 01760. Managing Member. 11-20 hrs/month during non-trading hours. 1-5 hrs/month during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-03

Other Names

• Fitz Fitzpatrick