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Patrick Graham

Investment adviser representative at 15 Wealth Advisors in Mundelein, IL

Investment adviser and broker registrationsUpdated

Patrick Graham is an investment adviser representative at 15 Wealth Advisors LLC, an investment adviser managing $481M, and works from its Mundelein, IL office. Patrick Graham has been registered through 15 Wealth Advisors since 22 July 2026, has 2 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

2
Years in industry
0
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Patrick Graham has been an investment adviser representative at 15 Wealth Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners. Patrick Graham holds a Bachelor of Business Administration in Finance from Tippie College of Business, University of Iowa.

15 Wealth Advisors LLC is a Mundelein, IL firm with $481M under management, 687 clients and 13 advisers across 3 offices, as of its September 2026 filing.

Patrick Graham is a Wealth Advisor of 15 Wealth, based in Chicago, Illinois. His specialties include wealth planning for professionals, families, and businesses, financial planning for early career professionals, and financial planning for NIL collegiate, professional, and emerging athletes.

Patrick Graham’s longest registration was 1 year at TSFG, LLC (2024–2026). Before joining 15 Wealth Advisors in 2026, Patrick Graham was registered through TSFG, LLC.

  1. – present · under a year
    Mundelein, IL · Adviser representative · Firm CRD 337459
  2. TSFG, LLC
    – · 1 year
    Lake Forest, IL · Adviser representative · Firm CRD 172555

Credentials and registrations

Investment adviser representative registrations

Patrick Graham is registered as an investment adviser representative in Illinois, since July 2026.

  • IllinoisSince 22 July 2026

Examinations

Series 667 November 2024
Name
Uniform Combined State Law Examination
Series 7TO7 October 2024
Name
General Securities Representative Examination
SIE19 April 2024
Name
Securities Industry Essentials Examination

Key facts

Full name
Patrick Yore Graham
CRD
7939045
Firm
15 Wealth Advisors · CRD 337459
Office
291 N ARCHER AVE, Mundelein, IL 60060
Registration
Investment adviser and broker registrations
In the industry since
October 2024
Disciplinary history
Not yet shown here · SEC record · BrokerCheck
Firm bio
15wealth.com

Common questions

Where does Patrick Graham work?

Patrick Graham is an investment adviser representative registered through 15 Wealth Advisors LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Patrick Graham a financial advisor?

Yes. Patrick Graham has a current investment-adviser registration in Illinois, through 15 Wealth Advisors since July 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Patrick Graham have?

Patrick Graham has 2 years in the financial industry, since October 2024, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Patrick Graham passed?

Patrick Graham has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.

Source: IAPD individual record, checked 23 October 2026

Where is Patrick Graham based?

Patrick Graham’s registered office is in Mundelein, IL.

Source: IAPD individual record, checked 23 October 2026

Is Patrick Graham registered with FINRA?

Yes. Patrick Graham has a current broker registration, under CRD 7939045.

Source: FINRA BrokerCheck

How can I verify Patrick Graham’s record?

Search CRD 7939045 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Patrick Graham’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at 15 Wealth Advisors

Sources

  1. IAPD individual record, CRD 7939045, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of 15 Wealth Advisors LLC, filed 9 September 2026. Executive officers and direct owners; this person is not among them.
  3. 15 Wealth Advisors team page. Biography, education, credentials, awards.