Patrick Charles Fosdick

Current Employers

Employment History

• 08/2008 → 11/2024
  Mennenga Tax & Financial
  Madison, WI
• 10/2011 → 10/2016
  Woodbury Financial Services, Inc.
  Madison, WI
• 10/2016 → Present
  Harbour Investments, Inc
  Madison, WI
• 11/2024 → Present
  Wisconsin Wealth Advisors
  Sun Prairie, WI
• 11/2024 → Present
  Wwa Tax Services Llc
  Sun Prairie, WI
• 10/2011 → Present
  Independent Insurance Agent
  Sun Prairie, WI
• 03/2010 → Present
  Madison Sports & Social Club Llc
  Madison, WI
• 01/2015 → 10/2016
  Woodbury Financial Services, Inc.
  Madison, WI

Previous Registrations

• 2015-01-20 → 2016-10-27
  Woodbury Financial Services, Inc.
  Madison, WI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)Wisconsin Wealth Advisors - DBA 3)WWA Tax Services LLC | 1777 W. Main Street, Suite 203, Sun Prairie, WI 53590 | Owner | Description: Prepare client tax returns | Beginning 11/2024 | 10 hours per month, 8 during trading hours | Paid position | Not investment related 4)Madison Sports and Social Club | P.O. Box 8294 Madison, WI 53708 | Owner/President | Description: Adult sports leagues | Description: Discuss issues related to management of the condominium units I live in | Beginning 3/2010 | 80 hours per month, 0 during trading hours | Paid position | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-03
• S63 Uniform Securities Agent State Law Examination
  2011-12-28

Designations