Patrick Joseph Walsh

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 02/2018
  Waddell & Reed, Inc.
  Bloomington, MN
• 04/2011 → 02/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Cottage Grove, MN
• 11/2014 → Present
  Cottage Grove Athletic Association
  Cottage Grove, MN
• 02/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Mendota Heights, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Mendota Heights, MN

Previous Registrations

• 2011-06-08 → 2018-02-28
  Waddell & Reed
  St Paul, MN
  Hudson, WI
  Lake Elmo, MN
  Savage, MN
• 2009-03-09 → 2011-03-29
  Edward Jones
  Cottage Grove, MN
  St Louis, MO
  Oakdale, MN

Other Businesses

Real Estate Ownership; Single Family; 8598 janero ave s, , cottage grove, MN, 55016; Not Investment-Related; 12/01/2021. Independent Insurance Brokering; MN Life/ Securian; 03/13/2018; Term Life.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-13

Other Names

• Patrick Walsh
• Patrick Joseph Walsh