Patrick Fosdick has been an investment adviser representative at Wisconsin Wealth Advisors since November 2024, and is not listed among the firm’s executive officers or direct owners. Patrick Fosdick studied at the University of Wisconsin.
Wisconsin Wealth Advisors, LLC is a Sun Prairie, WI firm with $178M under management, 293 clients and 3 advisers across 2 offices, as of its October 2026 filing.
Patrick Fosdick is Adviser of Wisconsin Wealth Advisors, LLC. He has worked in the financial industry since 2005 and was securities licensed in 2011 as a Registered Representative with Harbour Investments, Inc., Madison, WI. He is an Investment Adviser Representative with the firm.
Patrick Fosdick’s longest registration is the current one, 10 years at Harbour Investments, Inc. since 2016. Before joining Wisconsin Wealth Advisors in 2024, Patrick Fosdick was registered through Woodbury Financial Services, Inc.
- – present · 1 yearSun Prairie, WI · Adviser representative · Firm CRD 145946
- Harbour Investments, Inc.Also current– present · 10 yearsSun Prairie, WI · Adviser representative · Firm CRD 19258
- Woodbury Financial Services, Inc.– · 1 yearMadison, WI · Adviser representative · Firm CRD 421
Professional designations
Listed by Wisconsin Wealth Advisors
- CFP®
Investment adviser representative registrations
Patrick Fosdick is registered as an investment adviser representative in Wisconsin, since October 2016.
- WisconsinSince 21 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 December 2011 |
| Series 7 | General Securities Representative Examination | 24 October 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Charles Fosdick
- CRD
- 5604969
- Firm
- Wisconsin Wealth Advisors · CRD 145946
- Office
- 1777 WEST MAIN STREET, SUITE 203, Sun Prairie, WI 53590
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wiwealthadvisors.com
Where does Patrick Fosdick work?
Patrick Fosdick is an investment adviser representative registered through Wisconsin Wealth Advisors, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Fosdick a financial advisor?
Yes. Patrick Fosdick has a current investment-adviser registration in Wisconsin, through Wisconsin Wealth Advisors since November 2024.
How many years of experience does Patrick Fosdick have?
Patrick Fosdick has 14 years in the financial industry, since October 2011, across 3 adviser firms.
What exams has Patrick Fosdick passed?
Patrick Fosdick has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2011. FINRA credited Patrick Fosdick with the SIE, which began in October 2018.
Where did Patrick Fosdick work before Wisconsin Wealth Advisors?
Before Wisconsin Wealth Advisors, Patrick Fosdick was registered through Woodbury Financial Services, Inc., January 2015 to October 2016.
Where is Patrick Fosdick based?
Patrick Fosdick’s registered office is in Sun Prairie, WI.
Is Patrick Fosdick registered with FINRA?
Yes. Patrick Fosdick has a current broker registration, under CRD 5604969.
Source: FINRA BrokerCheck
Is Patrick Fosdick a CFP?
Wisconsin Wealth Advisors lists Patrick Fosdick with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patrick Fosdick’s record?
Search CRD 5604969 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patrick Fosdick’s full registration record.
