Alan M Patke

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2021 → 11/2024
  Coldwell Banker Realty
  Lancaster, PA
• 09/2022 → 04/2023
  Marriott International
  Lancaster, PA
• 10/2019 → 08/2021
  Lancaster Country Club
  Lancaster, PA
• 01/2017 → 03/2019
  Denver Meat Co
  Ephrata, PA
• 01/2016 → 10/2019
  Stoudts Brewing Company
  Adamstown, PA
• 06/2023 → 02/2024
  Northwestern Mutual
  La Jolla, CA
• 11/2024 → Present
  Edward Jones
  St. Louis, MO
• 07/2024 → 11/2024
  Maurice Carrie Winery
  Temecula, CA
• 04/2024 → 08/2024
  Stone Brewery
  Escondido, CA
• 04/2023 → 04/2024
  Torsap Thai Kitchen
  Carlsbad, CA
• 08/2019 → 03/2021
  Homesale Dba Berkshire Hathaway Real Estate
  Lancaster, PA
• 08/2020 → 02/2021
  Federal Id Number 23-6003107 / Unemployment
  Lancaster, PA
• 02/2021 → 08/2021
  Homes And Neighbors Dba Weichert Real Estate Welcome Home Realty
  Lancaster, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-01-07
• S63 Uniform Securities Agent State Law Examination
  2023-11-13

Other Names

• Alan Patke
• Alan Michael Patke