Patterson James Mckinlay

Employer firm

Buck Wealth Strategies, LLC CRD 322138

$1.64B regulatory AUM

Reported services (Item 5G)

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

• 04/2003 → 08/2025
  Smallwood Financial
  Denver, CO
• 09/2014 → 08/2025
  Lpl Financial, Llc
  Denver, CO
• 10/2014 → 08/2025
  Global Retirement Partners, Llc
  Denver, CA
• 08/2025 → Present
  Buck Financial Services - Achieve Retirement
  Denver, CO
• 08/2025 → Present
  Buck Wealth Strategies, Llc
  Denver, CO
• 08/2025 → Present
  E.A. Buck Insurance Dba E.A. Buck Financial Services
  Denver, CO
• 08/2025 → Present
  Madison Avenue Securities
  San Diego, CA

Previous Registrations

• 2014-10-28 → 2025-08-15
  Global Retirement Partners Llc
  Denver, CO
• 2010-10-20 → 2014-12-24
  Financial Telesis Inc
  San Rafael, CA
  Denver, CO
• 2004-10-25 → 2010-10-22
  Woodbury Financial Services, Inc.
  Denver, CO
  Denver, CO
• 2003-06-18 → 2004-02-12
  Osaic Fa, Inc.
  Denver, CO
• 2002-10-22 → 2003-04-16
  Cetera Investment Services Llc
  Fort Collins, CO
• 2002-07-09 → 2002-10-22
  Wells Fargo Advisors Financial Network, Llc
  Greenwood Village, CO

Other Businesses

1) Buck Financial Services Achieve Retirement: Employee, Investment related: no, Address: 4600 S Syracuse St. Ste 650 Denver CO 80237. Position: President Achieve Retirement, Duties: Consulting and advising employees on the establishment and operation of employee retirement and deferred compensation plans. Services per hours week: 40 hrs. Start date: 8/18/2025 2) MAS: RR, Investment related, address: 13500 Evening Creek North Ste 555 San Diego CA 92128, Broker Dealer, Position: President Achieve Retirement Duties: Registered representative Hours/week: 10 hrs. start date: 8/18/2025 3) EABINS Insurance Agent: investment related, position: Insurance agent, address: 55 Merchant St. Ste 2100 Honolulu HI 96813. Hrs/week: 40 hrs. Start date 8/18/2025 4) Buck Wealth Strategies, LLC: investment related, position: IAR. address: 55 Merchant St. ste 2100, Honolulu, HI 96813. Hrs/week: 40. Start date 8/18/2025 5) Real Estate Rental: investment related. Position: owner. 4 Hrs/week. 6) Colorado Rapids Youth Soccer Club: not investment related. Position: coach. Address: Fort Collins, CO. Hrs/month: 72. start date 9/1/2020 7) Patterson McKinlay, LLC: not investment related. Position: owner. Hrs/month: 4. start date: 07/01/2022

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-23
• S65 Uniform Investment Adviser Law Examination
  1999-03-17