Patrick
Kent

Western Wealth Management LLC

CRD#5943193
Investment Advisor
in Johnstown, CO

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About this Advisor

Patrick Kent is a financial advisor based in Johnstown, Colorado, working with Western Wealth Management LLC. Patrick has previously held positions at P.J. Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Patrick A Kent LLC, Jared Powell, Lpl Financial LLC, Western Wealth Management, LLC, and Western Wealth Management LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Patrick is part of Western Wealth Management LLC, which operates out of Johnstown, Colorado. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5255 Ronald Reagan Blvd. Ste 200
Johnstown, CO 80534

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Western Wealth Management LLC Brokerage Details

Total Assets Under Management

$3,250,103,126

CO Average: $2,349,664,866
Total Number of Employees

112

CO Average: 28
Total Number of Accounts

13,833

CO Average: 1,101
Average Account Size

$234,953

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Patrick Kent Work History

2016 - Present (9 years)

Western Wealth Management LLC

2015 - Present (10 years)

Lpl Financial LLC

2012 - Present (13 years)

Patrick A Kent LLC

2015 - 2016 (1 year)

Western Wealth Management, LLC

2013 - 2015 (2 years)

Jared Powell

2011 - 2015 (4 years)

Waddell & Reed, Inc

2011 - 2015 (4 years)

Various Insurance Carriers For W&R Insurance Agencies

2009 - 2015 (6 years)

P.J. Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Patrick Kent 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 Western Wealth Management LLC

Krista Kirby
Conifer, CO
Rebecca Ruane
Johnstown, CO
Michael Schumar
Denver, CO
Richard Murphy
Englewood, CO
Christopher Eaton
Golden, CO
Abby Mason
Denver, CO
Gregory Beal
Golden, CO
Lynn Gill
Golden, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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