Patrick Lohr Flynn

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  New York Life Insurance Company
  Portland, OR
• 05/2012 → Present
  Nylife Securities Llc
  Portland, OR
• 05/2012 → Present
  Eagle Strategies Llc
  Portland, OR
• 12/2018 → Present
  Flynn Insurance, Llc Dba Flynn Financial Partners
  Kelso, WA

Previous Registrations

• 2007-04-19 → 2012-04-23
  Mcbee Advisors, Inc.
  Glendale, AZ
• 2004-07-29 → 2012-04-17
  Ssn Advisory, Inc.
  Bellevue, WA
• 2003-03-05 → 2004-07-26
  Hornor, Townsend & Kent, Llc
  Bellevue, WA

Other Businesses

[OPERATING UNDER THE DBA NAME OF FLYNN INSURANCE, LLC DBA FLYN FINANCIAL PARTNERS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; KELSO, WA; START DATE: 12/2018] [Planning Commission - City of Ridgefield, WA; The Commission is comprised of 7 volunteer citizens who advise the City Council on planning, development, and growth issues for the community.; Ridgefield City Hall 230 Pioneer Street Ridgefield, WA 98642; Start Date 02/2018; Role/Title: Board Member; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Members review city plans and makes recommendations] [Seton Catholic High School Board of Directors; Catholic High School; 9000 NE 64th Ave Vancouver, WA 98665; Start Date 11/2020; Role/Title: Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;Attend monthly meetings with other members of the Board. Vote on official School activities that require Board approval. Attend School events such as awards banquets, football games, etc] [Junior Achievement; Elementary school instruction for business and econ. Curriculum designed by Junior Achievement. Instruction given at Union Ridge Elementary School (or virtual).; 330 N 5th Ave Ridgefield, WA 98642; Start Date 12/2020; Role/Title: Educator/Instructor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Hillhurst Homeowners Association; Homeowners association for my neighborhood.; 12503 SE Mill Plain Blvd #260 Vancouver, WA 98684; Start Date 03/2021; Role/Title: Architecture Committee Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Committee approves or declines homeowner request for street facing remodels, out buildings, paint, landscape changes] [Notary Public; Notary services; 1325 S 8th Way Ridgefield, WA 98642; Start Date 09/2022; Role/Title: Independent Contractor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1325 S 8th Way Ridgefield, WA 98642; Start Date 01/2023; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Owner and only licensed sales person.][Estate Planning Council of Southwest Washington; Group of CPAs, Lawyers, Insurance, Trust, Financial professionals that meet 9x year to discuss/learn.; 111 SW Fifth Ave, Suite 3675 Portland, OR 97204; Start Date 06/2025; Role/Title: President; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Organize and run monthly Board of Directors meetings. Make introductory comments during monthly dinner]

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-02
• S63 Uniform Securities Agent State Law Examination
  2001-09-27