Patrick Owens

Current Employers

Employment History

• 11/2010 → 07/2020
  Wells Fargo Bank Na
  Clive, IA
• 05/2014 → 11/2016
  Wells Fargo Advisors Llc
  Clive, IA
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Clive, IA
• 08/2020 → 03/2023
  Dv Financial
  Urbandale, IA
• 03/2023 → 09/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2023 → 09/2024
  Iowa State Bank
  Urbandale, IA
• 01/2025 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 01/2025 → Present
  Avantax Planning Partners
  Dubuque, IA
• 09/2024 → 01/2025
  Unemployed
  West Des Moines, IA
• 01/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Dubuque, IA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Des Moines, IA

Previous Registrations

• 2023-03-21 → 2024-09-04
  Sorrento Pacific Financial, Llc
  Urbandale, IA
• 2020-08-17 → 2023-03-16
  Independent Wealth Network, Inc.
  Urbandale, IA
• 2020-03-16 → 2020-08-04
  Wells Fargo Clearing Services, Llc
  Clive, IA
  West Des Moines, IA
  West Des Moines, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-05-19
• S65 Uniform Investment Adviser Law Examination
  2020-03-16

Other Names

• Patrick Ryan Owens
• Patrick Owens