Patrick Arthur Strubbe

Current Employers

Employment History

• 10/2005 → 08/2022
  Kalos Capital, Inc
  Alpharetta, GA
• 10/2005 → 08/2022
  Kalos Management, Inc
  Alpharetta, GA
• 10/2004 → Present
  Preservation Specialists, Llc
  Columbia, SC
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2005-10-25 → 2022-09-30
  Kalos Management
  Ponte Vedra Beach, FL
  Columbia, SC
  Columbia, SC

Other Businesses

1. PRESERVATION SPECIALISTS LLC, NON-INVESTMENT RELATED, ADDRESS: 700 SATURN PARKWAY, COLUMBIA SC 29212, POSITION: OWNER NATURE: RECOMMEND INSURANCE PRODUCTS WTHIN THE RETIREMENT PLANNING FRAMEWORK AS OWNER OF PRESERVATION SPECIALISTS LLC ,NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 10/11/2005, DESCRIPTION: AS THEIR FINANCIAL/RETIREMENT ADVISOR AND OWNER OF PRESERVATION SPECIALISTS LLC, I HELP SECURE THE BEST INSURANCE PRODUCT SUITED TO THE CLIENTS' NEED. 2. PRESERVATION SPECIALISTS LLC/BOOK AUTHOR, POSITION: AUTHOR NATURE: NON-INVESTMENT RELATED, ADDRESS: 700 SATURN PARKWAY, COLUMBIA SC 29212, AUTHOR OF BOOK ON RETIREMENT ISSUES, SAVE YOUR RETIREMENT FROM MASS DESTRUCTION BY THE 7 RETIRMENT VILLAINS, NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/10/2012, DESCRIPTION: I MOSTLY USE THE BOOK AS AN INFORMATIVE PIECE TO BE GIVEN OUT TO PROSPECTIVE CLIENTS. 3. HOPE LUTHERAN CHURCH, POSITION: Elder of Finance NATURE: Lutheran Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 1400 Kennerly Road, Irmo SC 29063, DESCRIPTION: participate in elder meetings and report to the congregation on the financial state of the church. 4. PRESERVATION SPECIALISTS, LLC (Seminars), Non-Investment related, ADDRESS: 700 Saturn Parkway, Columbia SC 29212, POSITION: Owner NATURE: Retirement class host and teacher: market, host and teach classes on retirement planning. Attendees pay a fee to attend and for course materials. NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2017, DESCRIPTION: Invitations are mailed to the community offering the class for a fee. Attendees call our office to RSVP and mail us a check made out to Preservation Specialists, LLC. For class, we present with a powerpoint and take the attendees through the class and their booklets. 5. GSIS, LLC, Is Investment Related, Comprehensive financial planning, Owner, 6/3/2022,10 hours per month,0 hours per month during trading hours, Other Compensation, After taking on partners of Preservation Specialists, LLC, I created this entity to receive bonuses or profits that I am owed from Preservation Specialists, LLC and charge expenses to this LLC that apply to me but not to my other partners. 6. PB&J, LLC, Is Not Investment Related, Real Estate, Owner, 11/13/2019, 3 hours per month,0 hours per month during trading hours, Other Compensation, We purchased the building that our office is in, and it is owned by this entity. Revenue is generated through rental income, and I share in the profits if any. 7. Preservation Specialists, LLC, Is Not Investment Related, 700 Saturn Parkway, Columbia, SC, 29212, United States, Referral business, Managing Partner, 1/23/2026, 3 hours per month, 0 hours per month during trading hours, Commission Compensation, AE Medicare Solutions- our team offers Medicare guidance, education, and enrollment services to clients of our financial advisors. This protects your clients from seeking Medicare assistance elsewhere and being solicited for annuity, life, or wealth business by another firm. All of our MPP marketing materials are compliance-reviewed and include all necessary CMS disclosures. 8. Preservation Specialists, LLC, Is Not Investment Related, 700 Saturn Parkway, Columbia, SC, 29212, United States, Referral, Managing Partner, 6/11/2026, 4 hours per month, 0 hours per month during trading hours, Fee Based Compensation, We will be charging a referral fee for making Wealth.com available to select clients as a digital estate planning solution. Wealth.com is a third-party service provider and is not affiliated with Preservation Specialists, LLC. We are only facilitators to provide access to the software, and we are not a law firm and do not offer legal services or advice. We do not oversee, supervise, or guarantee the accuracy of the estate planning activities, output, or services offered through Wealth.com

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-02
• S63 Uniform Securities Agent State Law Examination
  1997-02-05

Other Names

• Patrick A Strubbe
• Patrick Arthur Strubbe
• Patrick Strubbe