John
Patock

Moloney Securities Asset Management LLC

CRD#6039302
Investment Advisor
in Willmar, MN

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About this Advisor

John Patock is a chartered financial consultant who works out of Willmar, Minnesota, with 6 years of industry experience. Patock is an employee of Moloney Securities Asset Management LLC. Throughout their career, they have worked at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Nylife Securities LLC, New York Life Insurance Co, Eagle Stategies LLC, Moloney Securities Co., Inc and Moloney Securitiies Asset Management LLC. Patock holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota. Moloney Securities Asset Management LLC is a business headquartered in Ballwin, MO. The firm has offices in 45 locations and a total of 84 people on staff. It administers $1 billion in assets under management among its 4,025 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 4,025 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides a wide 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, publication of newsletters and educational seminars. Fees for financial advice usually depend on which services are offered. Fee types charged by Moloney Securities Asset Management LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

6 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

302 5Th Street Sw
Willmar, MN 56201

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

MN Average: $11,469,110,461
Total Number of Employees

84

MN Average: 458
Total Number of Accounts

4,025

MN Average: 33,415
Average Account Size

$252,602

MN Average: $343,232

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

John has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Moloney Securities Co., Inc

2017 - Present (7 years)

Moloney Securitiies Asset Management LLC

2017 - 2017 (< 1 year)

Eagle Stategies LLC

2016 - 2017 (1 year)

Nylife Securities LLC

2016 - 2017 (1 year)

New York Life Insurance Co

2012 - 2016 (4 years)

Thrivent Investment Management Inc

2012 - 2016 (4 years)

Thrivent Financial For Lutherans

*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 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

Adam Maher
Ballwin, MO
Jin Wang
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Edward Prince
Ballwin, MO
Joel Duggan
Ballwin, MO
Andrew Feyerabend
Ballwin, MO
Curtis Lund
Ballwin, MO
Jeffrey Morris
Ballwin, MO

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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