Kent Patterson, Financial Advisor located in Ankeny, IA

Financial Advisor
Kent A Patterson

CEPA®, RICP®, AAMS®
2005 S Ankeny Blvd Ste 500, Ankeny, IA 50023opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Values and Faith Based Investing

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Leigh Lewis
    Sr. Branch Office Administrator
  • Gretchen Morrison Baldwin
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 965-6901

Fax

(888) 847-5884

Office Address

2005 S Ankeny Blvd Ste 500
Ankeny, IA 50023opens in a new window

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