Unclaimed Profile

Patrick Colm O'hara

WACKER WEALTH PARTNERS, LLC·SAN LUIS OBISPO, California

Series 7, Series 31, Series 63, Series 65Clean record29 years registeredWACKER WEALTH PARTNERS, LLC

892 AEROVISTA PLACE, SAN LUIS OBISPO, CA 93401CRD# 2446216Firm CRD# 145931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Colm O'hara · SAN LUIS OBISPO, CA

Registration

CRD #2446216 · WACKER WEALTH PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Apr 2024 – present

WACKER WEALTH PARTNERS, LLC

Jan 2008 – Apr 2024

SAN LUIS OBISPO, CA

REW INC.

Nov 2006 – Feb 2008

SAN LUIS OBISPO, CA

UVEST FINANCIAL SERVICES GROUP, INC.

Nov 2004 – Sep 2006

PASO ROBLES, CA

WELLS FARGO INVESTMENTS, LLC

Mar 2003 – Nov 2004

SAN LUIS OBISPO, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 1997 – Mar 2003

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WACKER WEALTH PARTNERS, LLC

CRD 145931 · SEC 801-68752

AUM

$1.1B

Regulatory assets under management

Employees

723 client accounts

Services offered by WACKER WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WACKER WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Colm O'hara offer?

Patrick Colm O'hara specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.

What are Patrick Colm O'hara's credentials?

Patrick Colm O'hara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Colm O'hara located?

Patrick Colm O'hara is based in SAN LUIS OBISPO, California, working with WACKER WEALTH PARTNERS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.

How does Patrick Colm O'hara charge for services?

Patrick Colm O'hara's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WACKER WEALTH PARTNERS, LLC?

WACKER WEALTH PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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