Patrick Edward Mcguinnis

Current Employers

Employment History

• 09/2022 → Present
  Db Tax & Wealth Llc
  South Milwaukee, WI
• 06/2023 → 07/2023
  Atp Flight School
  Atp Flight School, FL
• 05/2022 → 05/2023
  Spring City Aviation Inc
  Waukesha, WI
• 04/2021 → 08/2021
  Milwaukee County Transit
  Milwaukee, WI
• 06/2020 → 04/2021
  Truck Fleet Services
  Oak Creek, WI
• 01/2007 → 06/2020
  Wells Fargo Asset Management
  Menomonee Falls, WI
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  South Milwaukee, WI
• 08/2023 → 09/2025
  Avantax Advisory Services
  South Milwaukee, WI
• 08/2021 → 05/2022
  Unemployment
  Milwaukee, WI
• 04/2024 → Present
  Flight Instruction
  South Milwaukee, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  South Milwaukee, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-03 → 2025-09-05
  Avantax Advisory Services
  South Milwaukee, WI
  Dallas, TX
• 2005-05-24 → 2006-08-01
  Wells Fargo Clearing Services, Llc
  Delafield, WI
  Delafield , WI

Other Businesses

1) DB TAX & WEALTH LLC POSITION: Portfolio Management Analyst II NATURE: Investment AdvisoryTax PrepTax PlanningBusiness AccountingBusiness Tax Prep INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/20/2022 ADDRESS: 1125 Milwaukee Avenue, South Milwaukee WI 53172, United States DESCRIPTION: Allocate client funds properly to investment modelsPeriodic rebalancing of funds in modelsProviding liquidity for clients when requiredInvestment ResearchModify investment models 2) BOOKKEEPING EAGLE, LLC POSITION: Managing Member NATURE: Financial records keeping businessProvide monthly financial statementsReconcile accounts monthly INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/12/2023 ADDRESS: 1409 Fairview Ave, South Milwaukee WI 53172, United States DESCRIPTION: OwnerBookkeeperFinancial ManagerIf this were an active company, I would need to get clients, gain access to the client's financial records, and perform bookkeeping services, and prepare monthly financial statements and account reconciliations. But the company is inactive so I'm not doing these tasks currently. FLIGHT INSTRUCTION POSITION: Flight Instructor NATURE: Part-time free lance Flight instruction INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/30/2024 ADDRESS: 1409 Fairview Avenue, South Milwaukee WI 53172, United States DESCRIPTION: Teaching flight fundamentals to new students

Exams

• S66 Uniform Combined State Law Examination
  2023-12-20
• S65 Uniform Investment Adviser Law Examination
  2004-12-20
• S63 Uniform Securities Agent State Law Examination
  2002-09-16

Designations

Other Names

• Patrick Mcguinnis