Aaron
Patten

Redhawk Wealth Advisors, Inc

CRD#7510891
Investment Advisor
in Valparaiso, IN

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About this Advisor

Aaron Patten is a financial advisor based in Valparaiso, Indiana, working with Redhawk Wealth Advisors, Inc. Aaron has previously held positions at Mwm Advisory Group, LLC, Payne Financial Solutions, Southern Glazer's Wine & Spirits, Modern Woodmen of America, and Redhawk Wealth Advisors, Inc. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Aaron is part of Redhawk Wealth Advisors, Inc, which operates out of Valparaiso, Indiana. The firm has 38 offices and 55 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Redhawk Wealth Advisors, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

209 E Morthland Drive Suite 2A
Valparaiso, IN 46383

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Redhawk Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,167,245

IN Average: $5,289,111,388
Total Number of Employees

55

IN Average: 157
Total Number of Accounts

5,408

IN Average: 8,262
Average Account Size

$335,645

IN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Aaron Patten Work History

2022 - Present (3 years)

Redhawk Wealth Advisors, Inc

2016 - Present (9 years)

Payne Financial Solutions

2022 - 2022 (< 1 year)

Mwm Advisory Group, LLC

2016 - 2016 (< 1 year)

Modern Woodmen Of America

2011 - 2017 (6 years)

Southern Glazer'S Wine & Spirits

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Disclosures

Please visit the SEC profile of Aaron Patten 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 Redhawk Wealth Advisors, Inc

Kurtis Polacek
Hamilton, OH
Nathan Willis
Aurora, CO
Sandy Levine
Minneapolis, MN
Joseph Armstrong
Enid, OK
Jason Hand
Minneapolis, MN
Andrew Riis
Fishers, IN
Steven Roeth
Minneapolis, MN
Bernard Bedell
Brighton, MI

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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