AeroLeads people directory · profile
Patrick Trauger, Cfp® Apma™ Email & Phone Number
Partner and Financial Planner
at
Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv
1 work email found
@lpl.com
7 phones found area 267, 215, and 315
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Role
Partner and Financial Planner
Location
New Hope, Pennsylvania, United States
Company size
Who is Patrick Trauger, Cfp® Apma™? Overview
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Quick answer
Patrick Trauger, Cfp® Apma™ is listed as Partner and Financial Planner at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv, a company with 7 employees, based in New Hope, Pennsylvania, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 267, 215, 315, and a matched LinkedIn profile for Patrick Trauger, Cfp® Apma™.
Patrick Trauger, Cfp® Apma™ previously worked as Financial Advisor and Managing Partner at Penn Wealth Planning with Ameriprise Financial at Ameriprise Financial Services, Llc and Partner and Financial Planner at Penn Wealth Planning, A Financial Advisory Practice Of Ameriprise Financial Services, Llc. Patrick Trauger, Cfp® Apma™ holds Certificate In Financial Planning, Financial Planning And Services from College For Financial Planning.
Company email context
Email format at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv
This section adds company-level context without repeating Patrick Trauger, Cfp® Apma™'s masked contact details.
*@lpl.com
68% confidence
AeroLeads found 1 current-domain work email signal for Patrick Trauger, Cfp® Apma™. Compare company email patterns before reaching out.
Profile bio
About Patrick Trauger, Cfp® Apma™
Patrick Trauger, Cfp® Apma™ is a Partner and Financial Planner at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv. He possess expertise in financial planning, retirement planning, wealth management, investment management, life insurance and 10 more skills.
Listed skills include Financial Planning, Retirement Planning, Wealth Management, Investment Management, and 11 others.
Current workplace
Patrick Trauger, Cfp® Apma™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Penn Wealth Planning, A Financial Advisory Practice Of Ameriprise Financial Serv
5 roles
Patrick Trauger, Cfp® Apma™ work experience
A career timeline built from the work history available for this profile.
Financial Advisor And Managing Partner At Penn Wealth Planning With Ameriprise Financial
CurrentA financial advisory practice of Ameriprise Financial Services, LLC
Jan 2022 - Present
Partner And Financial Planner
Current
Jun 2007 - Present
A-10 Crew Chief Turned Personnelist - Air National Guard
Current2002 to 2011 - Crew Chief on A-10 - 111th Fighter Wing 2011 to 2016 - Air Operations Group - A12016 to Present - Red Horse - Personnelist
Jan 2002 - Present
Sr. Customer Service Representative & Expert Consumer Lender
Feb 2005 - Jun 2008
2 education records
Patrick Trauger, Cfp® Apma™ education
Certificate In Financial Planning, Financial Planning And Services
Bachelor Of Science In Business Management, Business, Management, Marketing, And Related Support Services
Devry University
FAQ
Frequently asked questions about Patrick Trauger, Cfp® Apma™
Quick answers generated from the profile data available on this page.
What company does Patrick Trauger, Cfp® Apma™ work for?
Patrick Trauger, Cfp® Apma™ works for Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv.
What is Patrick Trauger, Cfp® Apma™'s role at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv?
Patrick Trauger, Cfp® Apma™ is listed as Partner and Financial Planner at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv.
What is Patrick Trauger, Cfp® Apma™'s email address?
AeroLeads has found 1 work email signal at @lpl.com for Patrick Trauger, Cfp® Apma™ at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv.
What is Patrick Trauger, Cfp® Apma™'s phone number?
AeroLeads has found 7 phone signal(s) with area code 267, 215, 315 for Patrick Trauger, Cfp® Apma™ at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv.
Where is Patrick Trauger, Cfp® Apma™ based?
Patrick Trauger, Cfp® Apma™ is based in New Hope, Pennsylvania, United States while working with Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv.
What companies has Patrick Trauger, Cfp® Apma™ worked for?
Patrick Trauger, Cfp® Apma™ has worked for Penn Wealth Planning, A Financial Advisory Practice Of Ameriprise Financial Serv, Ameriprise Financial Services, Llc, Penn Wealth Planning, A Financial Advisory Practice Of Ameriprise Financial Services, Llc, United States Air Force, and Td Bank (Commerce Bank).
How can I contact Patrick Trauger, Cfp® Apma™?
You can use AeroLeads to view verified contact signals for Patrick Trauger, Cfp® Apma™ at Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Serv, including work email, phone, and LinkedIn data when available.
What schools did Patrick Trauger, Cfp® Apma™ attend?
Patrick Trauger, Cfp® Apma™ holds Certificate In Financial Planning, Financial Planning And Services from College For Financial Planning.
What skills is Patrick Trauger, Cfp® Apma™ known for?
Patrick Trauger, Cfp® Apma™ is listed with skills including Financial Planning, Retirement Planning, Wealth Management, Investment Management, Life Insurance, Long Term Care Insurance, Retirement Income Strategies, and Wealth Preservation Planning.
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