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Patrick Karl Lotzer

Lotzer & Co.,Inc.

Bayside, WI

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Current Employers
Lotzer & Co.,Inc.

Bayside, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-25
  • WI RA
    APPROVED
    Since 2025-09-25

Branch Locations

Bayside, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lotzer & Co, Inc. Milwaukee WI 03/1995 Present
  • 03/1995 → Present
    Lotzer & Co, Inc.
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-17
  • S65 Uniform Investment Adviser Law Examination
    1995-01-17
Other Names
  • Patrick Lotzer

View on SEC IAPD

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