Patrick Hardie

Employer firm

Bip Wealth, LLC CRD 143208

$5.29B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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 → 04/2021
  Wells Fargo Advisors Financial Network Llc
  Nashville, TN
• 04/2021 → 07/2026
  Nations Financial Group, Inc.
  Nashville, TN
• 07/2026 → Present
  Bip Wealth
  Nashville, TN

Previous Registrations

• 2021-04-01 → 2026-07-30
  Nations Financial Group, Inc.
  Cedar Rapids, IA
  Nashville, TN
• 2007-11-13 → 2021-04-06
  Wells Fargo Advisors Financial Network, Llc
  Nashville, TN
• 2007-11-09 → 2007-11-09
  Wells Fargo Advisors Financial Network, Llc
  Nashville, TN
• 2004-01-09 → 2007-11-09
  Wells Fargo Clearing Services, Llc
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22
• S63 Uniform Securities Agent State Law Examination
  1994-08-17

Other Names

• Pat Hardie