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Pat Wolfe

Senior Vice President, Financial Advisor, J.D.
Series 7, 63 & 65 Securities Registrations*, Insurance License

Pat began his career as an attorney and later transitioned to work for money management firms, including serving as a mutual fund company CEO and owning his own Registered Investment Advisory. He earned his bachelor’s degree in Business from the University of Minnesota and his Juris Doctor at Hamline University. Pat enjoys taking complicated financial issues and making them easy for clients to understand. He always strives to exceed expectations in performance and service. Pat is an avid bicyclist and bikes the 310-mile trip to his family’s cabin annually.

“Our clients know that when they have a financial problem, someone cares.”

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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