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Patrick D

Series 63, Series 65

Pen Argyl, PA

Cetera

Patrick Denman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Avantax Advisory Services and Edward J Schellhammer, EA prior to joining Cetera. In addition to his advisory work, he owns an accounting and tax preparation business and serves on the board of the National Wrestling Coaches Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm offers a multi-manager platform with access to affiliated and third-party model portfolios and manages over $256 billion in assets.

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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