Patrick Hayes Cotter

Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 07/2024
  Pacific Life Insurance Company
  Coconut Creek, FL
• 01/2012 → 06/2024
  Pacific Select Distributors Inc
  Newport Beach, CA
• 09/2024 → 02/2025
  Lsf Capital Llc
  Fort Lauderdale, FL
• 02/2025 → 06/2025
  Royal Fund Management, Llc
  Lady Lake, FL
• 09/2024 → Present
  Cotter Financial Group Llc.
  Coconut Creek, FL
• 06/2025 → Present
  Kinetic Investment Management, Inc.
  Coconut Creek, FL

Previous Registrations

• 2025-02-17 → 2025-07-01
  Royal Fund Management, Llc
  Lady Lake, FL
  Coconut Creek, FL
• 2024-12-16 → 2025-02-19
  Lsf Capital Llc
  Fort Lauderdale, FL

Other Businesses

7/2024 Cotter Financial Group, LLC; Founder/ Retirement Income Planning Specialist, Investment Related; Tax Purposes; Coconut Creek, FL; 10 Hours / month; 2 Hours during trading hours/month; doing workshops and building a foundation of centers of influence for referral purposes 1990 Independent Licensed insurance Agent; Investment Related; Florida; Life, Health and Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  1987-05-28

Other Names

• Patrick H Cotter
• Patrick Hayes Cotter