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Patrick John Kane

WAKEFIELD ADVISORS, LLC·GOLDEN, Colorado
SIE, Series 3, Series 7, Series 24, Series 63Clean recordWAKEFIELD ADVISORS, LLC
25568 GENESEE TRAIL ROAD, GOLDEN, CO 80401CRD# 2065327Firm CRD# 163814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick John Kane · GOLDEN, CO
Registration
CRD #2065327 · WAKEFIELD ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WAKEFIELD ADVISORS, LLC
CRD 163814 · SEC 802-116963
AUM
$66M
Regulatory assets under management
Services offered by WAKEFIELD ADVISORS, LLC
Per Form ADV
Other
View all advisors at WAKEFIELD ADVISORS, LLC →
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Frequently Asked Questions

What services does Patrick John Kane offer?
Patrick John Kane is a registered financial advisor in GOLDEN, Colorado. Contact their office for details on services offered.
What are Patrick John Kane's credentials?
Patrick John Kane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John Kane located?
Patrick John Kane is based in GOLDEN, Colorado, working with WAKEFIELD ADVISORS, LLC. Their office serves clients in the GOLDEN metropolitan area and surrounding communities.
How does Patrick John Kane charge for services?
Patrick John Kane's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAKEFIELD ADVISORS, LLC?
WAKEFIELD ADVISORS, LLC is a registered investment adviser with the SEC, managing $66M in regulatory assets under management. See their Form ADV for full details.
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Patrick Francis Hart
GOLDEN, CO

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