Patrick
Mutchler

Honkamp Krueger Financial Services Inc

CRD#5884034
Investment Advisor
in Muskegon, MI

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About this Advisor

Patrick Mutchler is a financial advisor in Muskegon, Michigan. Currently a registered advisor with Honkamp Krueger Financial Services Inc, they have accumulated a notable 30 years of professional experience. Mutchler maintains a Series 65 license, designating the advisor as an investment advisor representative. Mutchler can operate based out of Michigan. Their career trajectory has included roles at Brickley Delong Pc, Investment Alliance, LLC and Hk Financial Services, Inc. Honkamp Krueger Financial Services Inc is headquartered in Muskegon, Michigan, and has 14 other brick-and-mortar locations in the country. In aggregate, Honkamp Krueger Financial Services Inc oversees $4 billion in assets covering 9,971 accounts and retains more than 103 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Honkamp Krueger Financial Services Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

30 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

316 Morris Avenue Ste 500
Muskegon, MI 49443

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Honkamp Krueger Financial Services Inc Brokerage Details

Total Assets Under Management

$4,052,385,016

MI Average: $9,259,360,772
Total Number of Employees

103

MI Average: 166
Total Number of Accounts

9,971

MI Average: 7,189
Average Account Size

$406,417

MI Average: $1,287,990

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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

Patrick Mutchler Work History

Patrick has 30 years of experience.

2019 - Present (2 years)

Hk Financial Services, Inc

1990 - Present (31 years)

Brickley Delong Pc

2011 - 2019 (8 years)

Investment Alliance, LLC

Disclosures

Patrick Mutchler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Honkamp Krueger Financial Services Inc

Christopher Kobes
Grimes, IA
Gregory Marso
Onalaska, WI
Taylor Herbst
Dubuque, IA
Sarah Gerhard
Fairmont, MN
Steven Mcdonough
Dubuque, IA
Josie Bengford
Carroll, IA
Alan Kutsch
Laurens, IA

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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