Aaron David Patten

Employer firm

Redhawk Wealth Advisors, Inc. CRD 146616

$1.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2022 → 09/2022
  Mwm Advisory Group, Llc
  Valparaiso, IN
• 07/2016 → Present
  Payne Financial Solutions
  Valparaiso, IN
• 09/2011 → 08/2017
  Southern Glazer's Wine & Spirits
  Indianapolis, IN
• 12/2022 → Present
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN

Previous Registrations

• 2022-03-22 → 2022-10-04
  Mwm Advisory Group, Llc
  Valparaiso, IN

Other Businesses

02/2016: PATTEN FINANCIAL GROUP, LLC. 100% MANAGING MEMBER. ENTITY USED FOR BOOKKEEPING PURPOSES FOR INSURANCE AND ADVISORY COMPENSATION. ENTITY ALSO USED AS DBA FOR MARKETING PURPOSES. 209 E MORTHLAND DRIVE, SUITE 2A VALPARAISO, IN 46383. TIME SPENT= 160 HOURS/MONTH DURING SECURITIES TRADING HOURS. 0 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS. 02/2016: PAYNE FINANCIAL SOLUTIONS, LLC. INSURANCE AGENCY OFFERING LIFE AND FIXED ANNUITIES. 209 MORTHLAND DRIVE SUITE 3 VALPARAISO, IN 46383. TIME SPENT= 10 HOURS/MONTH. 06/2021: REAL ESTATE AGENT. CURRENT LICENSE IS INACTIVE. NOT INVESTMENT RELATED. TIME SPENT= 0 HOURS/MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-22