Patrick Riordan has been an investment adviser representative at Lawson Kroeker Investment Management since July 2012, and is not listed among the firm’s executive officers or direct owners.
Lawson Kroeker Investment Management Inc is an Omaha, NE firm with $429M under management, 142 clients and 4 advisers in one office, as of its March 2026 filing.
Patrick Riordan’s longest registration was 22 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (1990–2012). Before joining Lawson Kroeker Investment Management in 2012, Patrick Riordan was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 14 yearsOmaha, NE · Adviser representative · Firm CRD 105053
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 22 yearsOmaha, NE · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Patrick Riordan is registered as an investment adviser representative in 2 states. Each was approved in July 2012.
- NebraskaSince 13 July 2012
- TexasSince 12 July 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 3 January 1987 |
| Series 7 | General Securities Representative Examination | 15 November 1986 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick J Riordan
- CRD
- 1582745
- Firm
- Lawson Kroeker Investment Management · CRD 105053
- Office
- 1926 S. 67TH STREET, SUITE 201, Omaha, NE 68106
- Registration
- Investment adviser registration
- In the industry since
- November 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Riordan work?
Patrick Riordan is an investment adviser representative registered through Lawson Kroeker Investment Management Inc since July 2012, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Riordan a financial advisor?
Yes. Patrick Riordan has a current investment-adviser registration in Nebraska and Texas, through Lawson Kroeker Investment Management since July 2012.
How many years of experience does Patrick Riordan have?
Patrick Riordan has 39 years in the financial industry, since November 1986, across 2 adviser firms.
What exams has Patrick Riordan passed?
Patrick Riordan has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1986.
Where did Patrick Riordan work before Lawson Kroeker Investment Management?
Before Lawson Kroeker Investment Management, Patrick Riordan was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 1990 to July 2012.
Where is Patrick Riordan based?
Patrick Riordan’s registered office is in Omaha, NE.
Is Patrick Riordan registered with FINRA?
No. Patrick Riordan has no current broker registration.
How can I verify Patrick Riordan’s record?
Search CRD 1582745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Riordan’s full registration record.