Patrick
Mckim

Cetera Advisors LLC

CRD#2215427
Investment Advisor
in Denver, CO
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About this Advisor

Patrick Mckim is a certified financial planner who works in Denver, Colorado, who has been in the financial industry for 10 years. Mckim is currently employed by Cetera Advisors LLC. During their career, the advisor has held roles at Financial Design & Management, Inc, Geneos Wealth Management, Inc, Patrick E Mckim Cfp Inc, Prospera Wealth Management Solutions LLC and Cetera Advisors LLC. Mckim maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Colorado and Texas. Cetera Advisors LLC is a registered investment firm that has its headquarters in Denver, Colorado. The company has offices in 816 locations and a total of 1,163 advisors. It oversees $14 billion in assets under management among its 61,274 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 181 charitable organizations. Of its 61,274 customer accounts, 24% are associated with high-net-worth individuals who have at least $1 million in assets. Cetera Advisors LLC performs a broad assortment of services, such as 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. Financial management fees largely vary depending on which service is provided. However, fees charged by Cetera Advisors LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

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, Commissions

Disclosures

Yes

Office Location

1165 Delaware Street Suite 245
Denver, CO 80204

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$13,550,472,236

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

1,163

CO Average: 28
Total Number of Accounts

61,274

CO Average: 1,101
Average Account Size

$221,146

CO Average: $2,134,119

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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 Mckim Work History

Patrick has 10 years of experience.

2014 - Present (5 years)

Cetera Advisors LLC

2013 - Present (6 years)

Prospera Wealth Management Solutions LLC

2012 - 2013 (1 years)

Patrick E Mckim Cfp Inc

2008 - 2011 (3 years)

Financial Design & Management, Inc

2008 - 2014 (6 years)

Geneos Wealth Management, Inc

Disclosures

Patrick Mckim has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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