Patrick Michael Hall

Financial advisor at Cetera Planning Partners · St. Paul, MN

Last updated 2026-10-10

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Patrick Michael Hall is a financial advisor at Cetera Planning Partners in St. Paul, MN, CRD 6425975. Licenses and exams on the registration: Series 65. IAPD registration began 2014-12-01.

Registration

CRD number
6425975
Registration status
Active
IAPD registration
2014-12-01
Industry Experience
11 years
Work Experience
37 years
States registered
MN

Licenses and exams

  • Series 65

Work history

  • 1989-10 to Present · Olsen Thielen & Co. , Ltd · St. Paul, MN
  • 2026-09 to Present · Cetera Planning Partners · El Segundo, CA

Current employment

SEC IAPD record for Patrick Michael Hall

Cetera Planning Partners

Regulatory AUM
$4,164,758,846
Registered advisors
320
Offices
233
Clients per advisor
15.2 (Low)
Average AUM per client
$858.9K (Low)
High-net-worth client ratio
30.7% (Moderate)

Cetera Planning Partners: advisors, services and reported ETF investments

About

Patrick Michael Hall is a financial advisor at Cetera Planning Partners in St. Paul, MN. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 37 years of reported work history.

Cetera Planning Partners' firm-level Form ADV reports 320 advisors across 233 offices; approximately 15.2 clients per advisor, average assets per client of $858,890, and regulatory AUM of $4.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Publication of Periodicals or Newsletters, and Educational Seminars or Workshops.

What this firm offers

Filed by Cetera Planning Partners on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant

Location

2675 Long Lake Road, St. Paul, MN 55113

2 advisors at this office.

Cetera Planning Partners office in St. Paul, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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