Brennan
Pate
Dodds Wealth, LLC
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About this Advisor
Brennan Pate is a financial advisor based in Englewood, Colorado, working with Dodds Wealth, LLC. Brennan has previously held positions at Lpl Financial LLC, Dodds Wealth Management Group, and Dodds Wealth, LLC. Brennan has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Brennan is part of Dodds Wealth, LLC, which operates out of Englewood, Colorado. The firm has 1 office and 12 employees. The firm manages assets totaling $541.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Dodds Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dodds Wealth, LLC Brokerage Details
$541,261,956
12
1,129
$479,417
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brennan Pate Work History
Dodds Wealth, LLC
Dodds Wealth Management Group
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Brennan Pate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dodds Wealth, LLC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Colorado Springs, CO
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