Patrick
Severson
Truewealth Financial Partners
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About this Advisor
Patrick Severson is a financial advisor based in Bellevue, Washington, working with Truewealth Financial Partners. Patrick has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Lpl Financial, LLC, and Truewealth Financial Partners, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Patrick is part of Truewealth Financial Partners, which operates out of Bellevue, Washington. The firm has 3 employees and manages assets totaling $178.7 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Truewealth Financial Partners includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Truewealth Financial Partners Brokerage Details
$178,740,612
3
411
$434,892
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Patrick Severson Work History
Truewealth Financial Partners, LLC
Lpl Financial, LLC
Voya Financial Advisors
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Patrick Severson 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 Truewealth Financial Partners
Bellevue, WA
Bellevue, 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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