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Manan Patel

Ample Wealth Partners LLC

Saint Cloud, FL

CRD 6748019

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Employer firm

Ample Wealth Partners LLC CRD 343558

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Ample Wealth Partners Llc

100 East Pine Street Suite 110, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-18
  • FL RA
    APPROVED
    Since 2026-08-18

Branch Locations

Saint Cloud, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Central Florida Orlando FL 01/2016 05/2019
Johnson Gourmet Coffee Orlando FL 02/2013 01/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2017 08/2026
Northwestern Mutual Investment Services Llc Orlando FL 09/2018 08/2026
Northwestern Mutual Wealth Management Company Orlando FL 12/2019 08/2026
Ample Wealth Partners Llc Saint Cloud FL 08/2026 Present
  • 01/2016 → 05/2019
    University Of Central Florida
    Orlando, FL
  • 02/2013 → 01/2017
    Johnson Gourmet Coffee
    Orlando, FL
  • 05/2017 → 08/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2018 → 08/2026
    Northwestern Mutual Investment Services Llc
    Orlando, FL
  • 12/2019 → 08/2026
    Northwestern Mutual Wealth Management Company
    Orlando, FL
  • 08/2026 → Present
    Ample Wealth Partners Llc
    Saint Cloud , FL
Other Businesses

1. Insurance agent, non investment related, NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-25
  • S63 Uniform Securities Agent State Law Examination
    2019-11-25
Designations
  • Certified Financial Planner
Other Names
  • Manan Patel

View on SEC IAPD

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