Ryan
Patterson

Cordant Wealth Partners

CRD#7806462
Investment Advisor
in Portland, OR

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About this Advisor

Ryan Patterson is a financial advisor based in Portland, Oregon, working with Cordant Wealth Partners. Ryan has previously held positions at Nike, Inc and Cordant, Inc. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Ryan is part of Cordant Wealth Partners, which operates out of Portland, Oregon. The firm has 7 employees and manages assets totaling $272.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Cordant Wealth Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1211 Sw Fifth Ave Suite 2310
Portland, OR 97204

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Cordant Wealth Partners Brokerage Details

Total Assets Under Management

$272,360,360

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

937

OR Average: 1,309
Average Account Size

$290,673

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Ryan Patterson Work History

2021 - Present (3 years)

Cordant, Inc

2005 - 2021 (16 years)

Nike, Inc

Disclosures

Please visit the SEC profile of Ryan Patterson 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 Cordant Wealth Partners

Shannon Rozairo
Portland, OR
Scott Gerlach
Portland, OR
Isaac Presley
Portland, OR
Brenda Mccombs
Portland, OR
Ryan Patterson
Portland, OR

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