Patrick Hardin

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2011 → 10/2019
  Advisor Group
  Atlanta, GA
• 10/2019 → 01/2021
  The Hardin Team
  Marietta, GA
• 04/2021 → 01/2024
  Bold Financial Llc
  Marietta, GA
• 03/2024 → Present
  Ameriprise Financial Services, Llc
  Roswell, GA

Previous Registrations

• 2021-06-01 → 2024-01-10
  Green Thumb Financial Planning
  Marietta, GA

Other Businesses

Outside Employment; The 825 Group, LLC; Financial planning prep and client management services.; Paraplanning work for The 825 Group, LLC, the firm established to process payroll for our Ameriprise team, Duren & Associates.; 1202 Bombay Lane, , Roswell, GA, 30076; Investment-Related; 06/15/2024; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Music Performer and Educator; I performance and teach percussion as opportunities are provided.; 1585 Blackwell Road, , Marietta, GA, 30066; Not Investment-Related; 08/31/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-09
• S65 Uniform Investment Adviser Law Examination
  2021-04-26

Designations

• Certified Financial Planner

Other Names

• Patrick Thomas Clark
• Patrick Hardin
• Patrick Thomas Hardin