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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-02 |
Branch Locations
St. Peters, MO • United States
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Advisors, Inc. | St. Louis | MO | 05/2016 | 07/2017 |
| Compass Retirement Solutions | St Louis | MO | 09/2018 | 05/2019 |
| Wells Fargo | St Louis | MO | 01/2018 | 07/2018 |
| N/A | St Louis | MO | 07/2017 | 01/2018 |
| Core Planning, Llc | Saint Louis | MO | 06/2019 | 03/2020 |
| Krilogy | St. Louis | MO | 03/2020 | 02/2022 |
| Kemper | St. Louis | MO | 02/2022 | Present |
| Core Planning, Llc | St. Louis | MO | 02/2022 | Present |
In addition to duties performed for Core Planning, Patrick Ritter is a talent development consultant with Kemper. Kemper is not an investment advisor and does not perform investment advisory services. Patrick Ritter may spend up to 50% of his time (not during securities trading hours) performing duties for Kemper. This arrangement results in no apparent conflicts of interest for Core Planning, Kemper, or any clients either entity may serve.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-23 |
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