Patrick John Wagner

Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2012 → 02/2017
  Hpe Vertica
  Boston, MA
• 02/2017 → 02/2018
  Voltdb, Inc
  Boston, MA
• 03/2018 → 01/2020
  Devo Inc
  Boston, MA
• 06/2019 → Present
  Kt Colors
  Elmhurst, IL

Other Businesses

Fixed Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-10
• S63 Uniform Securities Agent State Law Examination
  2021-05-28