MP
MP

Mary Lynne Patch

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
234 clients
Average Client Portfolio
$982K average
Assets Under Management
$229.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

2921 Landmark Place, Ste 501, Madison, WI, 53713

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Mary is the owner of Patch Investment Solutions, an ERISA consulting firm, taking about half of her time. She also manages finances for family members and is involved with the Sister of Charity of the Blessed Virgin Mary and the American Retirement Association.

Employment History
Current Registrations
Atlatl Advisers
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Independent Financial Partners
August 2019 - July 2023 · 3 yrs 11 mos
Williams Group, LLC
June 2017 - November 2019 · 2 yrs 5 mos
Kestra Advisory Services, LLC
April 2016 - March 2017 · 11 mos
NFP Advisor Services, LLC
August 2014 - May 2016 · 1 yr 9 mos
Trademark Capital Management INC
March 2012 - June 2014 · 2 yrs 3 mos
Steele Capital Management, INC.
May 2001 - February 2012 · 10 yrs 9 mos
Steele Capital Management, INC.
May 2001 - December 2002 · 1 yr 7 mos
State Registrations2 states
IAWI
Advisor
Exams
No exam information available for this advisor.