Unclaimed Profile

Patrick Spencer Siering

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota

Series 65Clean record10 years registeredMERISTEM FAMILY WEALTH, LLC

701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 5368830Firm CRD# 109141

Profile Verification

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

Identity

Patrick Spencer Siering · MINNETONKA, MN

Registration

CRD #5368830 · MERISTEM FAMILY WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Jun 2022 – present

MERISTEM FAMILY WEALTH

Nov 2015 – Jun 2022

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 17, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERISTEM FAMILY WEALTH, LLC

CRD 109141 · SEC 801-57126

AUM

$5.4B

Regulatory assets under management

Employees

768 client accounts

Services offered by MERISTEM FAMILY WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MERISTEM FAMILY WEALTH, LLC →

Introduction

Speak with Patrick

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patrick is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MINNETONKA?

Browse all registered financial advisors in MINNETONKA, Minnesota or claim this profile if it's yours.

Browse MINNETONKA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patrick Spencer Siering offer?

Patrick Spencer Siering specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.

What are Patrick Spencer Siering's credentials?

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

Where is Patrick Spencer Siering located?

Patrick Spencer Siering is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.

How does Patrick Spencer Siering charge for services?

Patrick Spencer Siering'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 MERISTEM FAMILY WEALTH, LLC?

MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →