Patrick Rowland

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Gravois Mills, MO
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Gravois Mills, MO
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Ozark, MO

Previous Registrations

• 2011-12-07 → 2024-05-31
  Wells Fargo Clearing Services, Llc
  Laurie, MO
  Lake Ozark, MO

Other Businesses

RICHLAND PROPERTIES LLC; INVESTMENT RELATED; STOVER, MO; CO-OWNER; RESIDENTIAL RENTAL PROPERTIES; START DATE: 10/2010; 5 HRS PER MONTH; 0 HRS DURING TRADING. POTTERS FORD FARMS LLC; NOT INV RELATED; STOVER, MO; 100% OWNERSHIP WITH SPOUSE; TYSON CONTRACTED BROILER OPERATIONS; START 1/3/2012; 10 HOURS PER MONTH, 0 DURING TRADING; MANAGE OPERATIONS. ROWLAND FARMS LLC; NOT INV RELATED; STOVER, MO; 100% OWNERSHIP WITH SPOUSE; TYSON BROILER OPERATIONS; START 1/1/2012; 1 HR PER MONTH, 0 HRS DURING TRADING; MANAGE OPERATIONS OF FARM. ROWLAND LAND & CATTLE LLC, NOT INV RELATED, STOVER, MO, 100% OWNER WITH SPOUSE, START: 1/1/2013, 10 HOURS PER MONTH; 0 DURING TRADING, DUTIES: MANAGE CATTLE OPERATIONS. THE PHARM LLC; INV. RELATED; STOVER, MO; 25% OWNERSHIP; START DATE 6/27/2016; RENTAL HOME IN SOUTH DAKOTA DURING HUNTING SEASON; 1 HR PER MONTH; 0 HRS DURING TRADING; CO-OWNER. ROWLAND SULLIVAN PROPERTIES LLC, INV RELATED, LAKE OZARK, MO, 50% OWNERSHIP, COMMERCIAL RENTAL, START 1/1/2024, 1 HOUR PER MONTH, 0 HOURS DURING TRADING, HOLDS FINET PRACTICE BUILDING. FISCHER LAND & CATTLE LLC, INV RELATED, STOVER, MO, 100% OWNERSHIP WITH SPOUSE; LAND AND CATTLE OPERATIONS; START DATE: 1/2/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, CATTLE FARM; ROWLAND SULLIVAN WEALTH MANAGEMENT LLC, NOT INV RELATED, LAKE OZARK, MO, 50% OWNERSHIP, START DATE: 11/24/23, 10 HRS PER MONTH, 0 HRS DURING TRADING, FINET. PATRICK ROWLAND FINANCIAL LLC, NOT INV RELATED, STOVER, MO, 100% OWNERSHIP, START DATE: 11/24/23, 10 HRS PER MONTH, 0 HRS DURING TRADING, FINET. RENTAL PROPERTY; INV. RELATED; FALUKTON, SD; 25% OWNERSHIP; START DATE: 11/1/2018; 1 HOUR PER MONTH; 0 HOURS PER MONTH. 80 RENTAL PROPERTIES; INV. RELATED; SEDALIA & SMITHTON, MO; 100% OWNERSHIP; START DATE 10/2010; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. BEE STILL LLC, NOT INV RELATED, STOVER, MO, 100% OWNERSHIP, START 10/25/24, 1 HR PER MONTH, 0 HRS DURING TRADING, HONEY AND DISTILLING BOURBON; MORGAN COUNTY R-1 SCHOOL STOVER MISSOURI, NOT INVT RELATED, STOVER, MO, GOLF COACH, START DATE 1/1/2025, 20 HRS PER MONTH, 0 HRS DURING TRADING, GOLF COACH.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-22

Designations

• Certified Financial Planner

Other Names

• Patrick Craig Rowland