John
Patock
Moloney Securities Asset Management LLC
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About this Advisor
John Patock is a financial advisor based in Willmar, Minnesota, working with Moloney Securities Asset Management LLC. John has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Nylife Securities LLC, New York Life Insurance Co, Eagle Strategies LLC, Moloney Securities Co., Inc, and Moloney Securities Asset Management LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, John is part of Moloney Securities Asset Management LLC, which operates out of Willmar, Minnesota. The firm has 45 offices and 82 employees. The firm manages assets totaling $1.2 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, publication of newsletters, and educational seminars. The fee structure at Moloney Securities Asset Management LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Moloney Securities Asset Management LLC Brokerage Details
$1,201,212,148
82
4,236
$283,572
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Patock Work History
Moloney Securities Co., Inc
Moloney Securitiies Asset Management LLC
Eagle Stategies LLC
Nylife Securities LLC
New York Life Insurance Co
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of John Patock 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 Moloney Securities Asset Management LLC
Ballwin, MO
Ballwin, MO
Indianapolis, IN
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
Ballwin, MO
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