Inactive

Patrick Bollinger

Wealth Planning Group

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Current Employers

Wealth Planning Group

3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APP_PEND_IARCE	2026-01-01

MD RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

3600 O'DOnnell Street Suite 860, Baltimore, MD 21224 • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	03/2017	10/2018
Rouge Fine Catering	Baltimore	MD	03/2012	01/2017
Towson University	Baltimore	MD	01/2012	01/2017
United Planners' Financial Services Of America	Scottsdale	AZ	10/2018	06/2021
Wpg Financial Group, Llc	Baltimore	MD	10/2018	Present
Wpg Advisers, Llc	Baltimore	MD	08/2018	Present

03/2017 → 10/2018

Cambridge Investment Research, Inc.

Fairfield, IA
03/2012 → 01/2017

Rouge Fine Catering

Baltimore, MD
01/2012 → 01/2017

Towson University

Baltimore, MD
10/2018 → 06/2021

United Planners' Financial Services Of America

Scottsdale, AZ
10/2018 → Present

Wpg Financial Group, Llc

Baltimore, MD
08/2018 → Present

Wpg Advisers, Llc

Baltimore, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-01

S66 Uniform Combined State Law Examination

2018-10-01

View on SEC IAPD

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Other Investors

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MICHAEL ANTHONY MCANDREW

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ROBERT SCOTT PIERCE

Other Offices

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

PATIENT CAPITAL MANAGEMENT, LLC · BALTIMORE, MD

1919 INVESTMENT COUNSEL, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

TRUIST ADVISORY SERVICES, INC. · BALTIMORE, MD

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