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Patrick Thomas Flanary

Advisor at LPL Financial — Benton, KY W 5th St

Updated today

Credentials

Series 66

Experience

9 years

Location

Benton, KY 42025

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,482 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Patrick Flanary is a financial advisor with LPL Financial in Benton, KY, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. from 2016 to 2018. Flanary is also associated with Community Financial Services Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services including financial planning, asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Benton, KY W 5th St

221 W 5th St

Benton KY 42025

Advisors at this office

2

Most active in

Kentucky · Texas

Work history

9 years of industry experience

LPL Financial

2018 - Present • 8 years

Benton, KY

Community Financial Services Bank

2016 - Present • 10 years

Benton, KY

INVEST Financial Corp.

2016 - 2018 • 2 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michelle N

CFP®, Series 65

Mayfield, KY

Fire Wealth Management, LLC

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 15 years of industry experience. She is currently with Fire Wealth Management, LLC and is also the sole member of Focused Tax Partners, LLC, a tax preparation business. Prior to joining Fire Wealth Management, she worked for Fox & Company Wealth Management for 13 years. Fire Wealth Management serves individual clients including high-net-worth households, medical professional families, small businesses, and certain retirement plans. The firm offers fee-only comprehensive financial planning and discretionary investment management with an emphasis on passive, plan-driven strategies supported by ongoing reviews and implementation.

Retirement income strategy Income planning General retirement planning Cash flow / budgeting General estate planning guidance Doctor or Medical Professional Founder/Business Owner Young Families Mid-Career Professionals
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Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. and Mayfield Independent Schools. Buchanan also serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a range of investment products and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason M

Series 66

Paducah, KY

Cetera

Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. Kelly has been with Raymond James Financial Services since 2000 and also works with Iroquois Federal and Iroquois Insurance in roles related to banking and insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kayla B

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she owns an LLC that holds a property she leases, previously used as her office at Edward Jones. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced analytical tools to support client goals, while also engaging in specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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