Patrick Thomas Conklin

Employer firm

Hohimer Wealth Management, LLC CRD 300140

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Seattle, WA
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Seattle, WA
• 04/2019 → Present
  Hohimer Wealth Management Llc
  Seattle, WA

Previous Registrations

• 2016-03-10 → 2019-04-24
  Wells Fargo Clearing Services, Llc
  Seattle, WA
• 2014-04-10 → 2016-03-07
  Pruco Securities, Llc.
  Cincinnati, OH

Other Businesses

1) RISK & LIABILITY CONSULTANTS LLC; NON-INV RELATED; 600 UNIVERSITY STREET SUITE 2401, SEATTLE, WA 98101; Insurance (Licensed Agent) Started 2024. 2-4 hrs a month; 0 hours during trading hours. connecting individuals with Insurance products. Life & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-19
• S63 Uniform Securities Agent State Law Examination
  2013-06-28

Designations

• Certified Financial Planner