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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ortman Financial Planning 4 years, 9 months Jan 2015 - Present
Commonwealth Financial Network 1 year, 4 months Aug 2014 - Dec 2015
First Command Financial Services, Inc. 4 years, 4 months Apr 2010 - Aug 2014
First Command Financial Planning, Inc. 4 years, 4 months Apr 2010 - Aug 2014
Akridge 10 months May 2009 - Mar 2010
First Command Financial Planning 1 year Apr 2009 - Apr 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Patrick Ortman

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 5, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ortman Financial Planning

Last updated on April 29, 2019
    • $12.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 154
      Accounts
    • $80.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees