JD, Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management.
He is a three-time winner of the “FIVE STAR Best in Client Satisfaction Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
As an avid cyclist, he can be found riding more than 300 miles to his cabin in Ely every August. Pat and his wife Ruthie have lived in Orono for 25 years raising their three children.
The Wolfe financial advisory team is located in our Edina, MN office.