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@wealthsource.com
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Patrick Brewer, Cfa is listed as CEO at WealthPlan Group at WealthPlan Group, based in Austin, Texas, United States. AeroLeads shows a work email signal at wealthsource.com and a matched LinkedIn profile for Patrick Brewer, Cfa.
Patrick Brewer, Cfa previously worked as Chief Executive Officer at Wealthplan Group and Limited Partner at Equity Enhancement Partners. Patrick Brewer, Cfa holds Bs, Finance from Alfred Lerner College Of Business & Economics At University Of Delaware.
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AeroLeads found 1 current-domain work email signal for Patrick Brewer, Cfa. Compare company email patterns before reaching out.
Patrick serves as the CEO of WealthPlan Partners, Founder of Advisor Growth Experts, and Partner at Equity Enhancement Partners. With a rich background in marketing, executive leadership, advisory, and mergers and acquisitions, he brings a diverse skill set to the table. Patrick's expertise allows him to seamlessly navigate all facets of a financial advisor's business, providing actionable strategies for growth and scalability. Whether you're a financial advisor managing a $50 million RIA or a multi-billion-dollar firm, Patrick can help you reach your growth goals.
Listed skills include Wealth Management, Tax Advisory, Inheritance Tax Planning, Business Advisory, and 37 others.
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Omaha, Nebraska, Us
WealthPlan Group is a national wealth management firm, overseeing a portfolio exceeding $2 billion in assets. We are actively acquiring financial advisors nationwide, providing a unique partnership structure that empowers them to independently manage their firms while receiving full support and capital to fuel their growth ambitions.
Equity Enhancement Partners (E2P), specializes in assisting Financial Advisors managing $25-$150M in AUM with business sale strategies to generate a premium exit value for their life's work.
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Patrick Brewer, Cfa works for WealthPlan Group.
Patrick Brewer, Cfa is listed as CEO at WealthPlan Group at WealthPlan Group.
AeroLeads has found 1 work email signal at @wealthsource.com for Patrick Brewer, Cfa at WealthPlan Group.
Patrick Brewer, Cfa is based in Austin, Texas, United States while working with WealthPlan Group.
Patrick Brewer, Cfa has worked for Wealthplan Group, Equity Enhancement Partners, Wealthsource Partners, Llc, Model Fa, and Surepath Wealth Management.
You can use AeroLeads to view verified contact signals for Patrick Brewer, Cfa at WealthPlan Group, including work email, phone, and LinkedIn data when available.
Patrick Brewer, Cfa holds Bs, Finance from Alfred Lerner College Of Business & Economics At University Of Delaware.
Patrick Brewer, Cfa is listed with skills including Wealth Management, Tax Advisory, Inheritance Tax Planning, Business Advisory, Tax Advantaged Investment Strategies, Mergers And Acquisitions, Succession Planning, and Portfolio Management.
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