Patrick Rumoro has been an investment adviser representative at LFG Wealth Partners since June 2024, and is not listed among the firm’s executive officers or direct owners. Patrick Rumoro studied at the University of Louisville.
LFG Wealth Partners, LLC is an Elizabethtown, KY firm with $191M under management, 360 clients and 7 advisers across 2 offices, as of its February 2026 filing.
Patrick Rumoro is Financial Advisor of Legato Financial Group, based in Louisville. He joined the firm's Louisville office as an Investment Adviser Representative.
Patrick Rumoro’s longest registration is the current one, 2 years at LFG Wealth Partners since 2024. Before joining LFG Wealth Partners in 2024, Patrick Rumoro was registered through Ae Wealth Management, LLC and Magnate Advisory Services, LLC.
- LFG Wealth Partners, LLCCurrent– present · 2 yearsElizabethtown, KY · Adviser representative · Firm CRD 331339
- Ae Wealth Management, LLC– · 1 yearLouisville, KY · Adviser representative · Firm CRD 282580
- Magnate Advisory Services, LLC– · 1 yearLouisville, KY · Adviser representative · Firm CRD 283056
Professional designations
Listed by LFG Wealth Partners
- CFP®
Investment adviser representative registrations
Patrick Rumoro is registered as an investment adviser representative in Kentucky, since June 2024.
- KentuckySince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 November 2021 |
| Series 7TO | General Securities Representative Examination | 21 September 2021 |
| SIE | Securities Industry Essentials Examination | 28 June 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 April 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick John Rumoro
- CRD
- 7311485
- Firm
- LFG Wealth Partners · CRD 331339
- Office
- 2905 RING ROAD, Elizabethtown, KY 42701
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legatofinancial.com
Where does Patrick Rumoro work?
Patrick Rumoro is an investment adviser representative registered through LFG Wealth Partners, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Rumoro a financial advisor?
Yes. Patrick Rumoro has a current investment-adviser registration in Kentucky, through LFG Wealth Partners since June 2024.
How many years of experience does Patrick Rumoro have?
Patrick Rumoro has 5 years in the financial industry, since July 2021, across 3 adviser firms.
What exams has Patrick Rumoro passed?
Patrick Rumoro has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in April 2021.
Where did Patrick Rumoro work before LFG Wealth Partners?
Before LFG Wealth Partners, Patrick Rumoro was registered through Magnate Advisory Services, LLC, June 2021 to March 2023.
Where is Patrick Rumoro based?
Patrick Rumoro’s registered office is in Elizabethtown, KY.
Is Patrick Rumoro registered with FINRA?
No. Patrick Rumoro has no current broker registration.
Is Patrick Rumoro a CFP?
LFG Wealth Partners lists Patrick Rumoro with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Patrick Rumoro’s record?
Search CRD 7311485 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Rumoro’s full registration record.
