Patrick
Bollinger
Wpg Financial Group, LLC
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About this Advisor
Patrick Bollinger is a financial advisor who works out of Baltimore, Maryland with a total of 5 years of industry experience. Bollinger is an advisor for Wpg Financial Group, LLC. Throughout their career, they have worked at Cambridge Investment Research, Inc, Rita'S Italian Ice, Rouge Fine Catering, Towson University, United Planners' Financial Services Of America, Wpg Financial Group, LLC and Wpg Advisers, LLC. Bollinger has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Maryland. Wpg Financial Group, LLC is an advisory company based in Baltimore, MD. It administers $255 million in total assets across its 933 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 933 customer accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Wpg Financial Group, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Wpg Financial Group, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wpg Financial Group, LLC Brokerage Details
$255,029,099
8
933
$273,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Patrick Bollinger Work History
Patrick has been registered as a financial advisor for 5 years.*
Wpg Financial Group, LLC
Wpg Advisers, LLC
United Planners' Financial Services Of America
Cambridge Investment Research, Inc
Rouge Fine Catering
Towson University
Rita'S Italian Ice
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Bollinger 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 Wpg Financial Group, LLC
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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