Patrick Curran Kolata

Advisor at Edward Jones — Kewanee, IL Tenney Street

Updated today

Credentials

CFP®, Series 66

Experience

13 years

Location

Kewanee, IL 61443

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,133 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Patrick Kolata is a financial advisor with Edward Jones in Kewanee, IL, holding CFP® and Series 66 designations. He has 13 years of industry experience, all with Edward Jones since 2013. Outside of his advisory role, he is a partner in GK Discounts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Kewanee, IL Tenney Street

401 Tenney Street, Suite 101

Kewanee IL 61443

Advisors at this office

1

Most active in

Illinois · Texas

Work history

13 years of industry experience

Edward Jones

2013 - Present • 13 years

St. Louis, MO

Disclosures

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

Business activities & affiliations

user avatar

Karin C

Series 65

Kewanee, IL

Geneva Partners, LLC

Karin Cook is a financial advisor with Geneva Partners, LLC and holds a Series 65 designation. She has no prior experience in the investment industry but has worked at Calvert Tax & Bookkeeping since 1993, which she owns and operates as a public accounting firm offering tax, bookkeeping, and payroll services. Cook is a CPA and dedicates significant time to her accounting and tax practice. Geneva Partners provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm uses both fundamental and technical analysis with tailored investment strategies and monitors accounts continuously.

Active portfolio management
user avatar

Ronald K

Series 66

Sheffield, IL

Edward Jones

Ronald Kitchens is a financial advisor with Edward Jones in Sheffield, IL, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Raymond James Financial Services, Midland Wealth Management, and Midland States Bank. Kitchens is also employed as a financial advisor at Midland States Bank, where he assists clients with financial planning and product recommendations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Michael M

Series 66

Kewanee, IL

Edward Jones

Michael Miler is a financial advisor at Edward Jones in Kewanee, Illinois, holding a Series 66 designation with eight years of industry experience. He previously worked at The Hartford from 2014 to 2017 before joining Edward Jones in 2017. Outside of his advisory work, he coaches 5th and 6th grade boys basketball for Kewanee School District 229. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Jesse H

Series 66

Kewanee, IL

Edward Jones

Jesse Humphrey is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for Byrne & Jones Construction for six years. Outside of his advisory role, Humphrey serves as a director for Kewanee Voice, a non-profit news organization based in Kewanee, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families Newlywed/Engaged

Todd R

Series 63, Series 66

Kewanee, IL

Edward Jones

Todd Reeser is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a partial owner of a real estate business in Lexington, VA. Edward Jones is a full-service wealth management firm serving over four million individuals and institutions. The firm offers a range of managed investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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