Patrick Thomas Raynor

Financial advisor at Sageview Advisory Group, LLC · Omaha, NE

Last updated 2026-10-10

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Patrick Thomas Raynor is a financial advisor at Sageview Advisory Group, LLC in Omaha, NE, CRD 6824833. IAPD registration began 2017-10-20.

Registration

CRD number
6824833
Registration status
Active
IAPD registration
2017-10-20
Industry Experience
8 years
Work Experience
10 years
States registered
NE

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Analyst

Work history

  • 2017-07 to Present · Creative Planning Institutional Advisors, LLC · Newport Beach, CA
  • 2016-08 to 2017-07 · First Data Corporation · Omaha, NE

Current employment

SEC IAPD record for Patrick Thomas Raynor

Sageview Advisory Group, LLC

Regulatory AUM
$37,502,470,791
Registered advisors
94
Offices
56
Clients per advisor
9.7 (Low)
Average AUM per client
$41M (Moderate)
High-net-worth client ratio
10.4% (Low)

Sageview Advisory Group, LLC: advisors, services and reported ETF investments

About

Patrick Thomas Raynor is a Chartered Financial Analyst financial advisor at Creative Planning Institutional Advisors, LLC, operating as Sageview Advisory Group, LLC in Omaha, NE. The latest record indicates 8 years of industry experience and 10 years of reported work history. Reported roles include First Data Corporation.

Sageview Advisory Group, LLC's firm-level Form ADV reports 94 advisors across 56 offices; approximately 9.7 clients per advisor, average assets per client of $40,986,307, and regulatory AUM of $37.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, State or municipal government entities, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $2.5B across 256 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Thomas Raynor personally.

Reported ETF positions

Sageview Advisory Group reports 256 ETF positions worth $2.5B on Form 13F; the largest are listed.

Largest ETF positions reported by Sageview Advisory Group
FundReported value
AGG — iShares Core U.S. Aggregate Bond ETF$349.7M
VONV — Vanguard Russell 1000 Value ETF$293.9M
VONG — Vanguard Russell 1000 Growth ETF$246.9M
SCHF — Schwab International Equity ETF$173.3M
VXF — Vanguard Extended Market ETF$157.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Sageview Advisory Group, LLC on Form ADV.

Client services

  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

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

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant

Location

15808 West Dodge Rd., Omaha, NE 68118

1 advisor at this office.

Sageview Advisory Group office in Omaha, NE

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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