Patrick
Conklin
Hohimer Wealth Management, LLC
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About this Advisor
Patrick Conklin is a financial advisor based in Seattle, Washington, working with Hohimer Wealth Management, LLC. Patrick has previously held positions at Pruco Securities LLC, Prudential Insurance Company Of America, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Hohimer Wealth Management LLC. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Indiana, New York, and Washington. Currently, Patrick is part of Hohimer Wealth Management, LLC, which operates out of Seattle, Washington. The firm has one office and eight employees. The firm manages assets totaling $796.0 million 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hohimer Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hohimer Wealth Management, LLC Brokerage Details
$795,999,270
8
963
$826,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Conklin Work History
Hohimer Wealth Management LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Pruco Securities LLC
Prudential Insurance Company Of America
Disclosures
Please visit the SEC profile of Patrick Conklin 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 Hohimer Wealth Management, LLC
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Black Diamond, WA
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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