JD, Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management.
He is an eight-year winner (2012-2019) of the “FIVE STAR Wealth Manager” award, as seen in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Pat and his wife Ruthie have lived in Orono for 25 years raising their three children.
The Wolfe Financial Advisory team is located in our Eden Prairie, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.