AdvisorOS Directory
Claim Profile
PS

Patrick Schwinghammer

PROVIDENT ADVISORS LLC·PLYMOUTH, Minnesota
Unclaimed Profile
2800 NIAGARA LANE, PLYMOUTH, MN 55447CRD# 5892574Firm CRD# 137153
01

About

Patrick Schwinghammer is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with PROVIDENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROVIDENT ADVISORS LLC
PROVIDENT ADVISORS LLC
AUM
$235M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PROVIDENT ADVISORS LLC →
Services
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5892574
Firm CRD# 137153
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLYMOUTH?

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

Browse PLYMOUTH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick Schwinghammer offer?
Patrick Schwinghammer specializes in Retirement Planning. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Patrick Schwinghammer's credentials?
Patrick Schwinghammer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Schwinghammer located?
Patrick Schwinghammer is based in PLYMOUTH, Minnesota, working with PROVIDENT ADVISORS LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Patrick Schwinghammer charge for services?
Patrick Schwinghammer'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 PROVIDENT ADVISORS LLC?
PROVIDENT ADVISORS LLC has approximately 6 employees and manages $235M 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 →
Other advisors in PLYMOUTH
James David Goodland — SECURUS WEALTH MANAGEMENT, LLCKristen Marie Mueller — SECURUS WEALTH MANAGEMENT, LLCJonathan William Brenner — WALLEYE CAPITAL LLCJohn Wayne Widmer — NEXT CENTURY GROWTH INVESTORS LLCKelly Joseph Windorski — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile