![Patrick Czerwinski, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
Patrick Czerwinski (CRD# 7723824) is an Investment Advisor Representative working at Merriman in Eugene, OR and has 1 year of experience in the finance industry.
![Cody Absalon, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 6422505
Charles Schwab & Company, Inc.
![Dina Ahten, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 4299722
Sapient Private Wealth Management, LLC
![Leopold Alapont, financial advisor Eugene OR](/img/ws/profile-blank-sq.png)
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Merriman Wealth | Eugene, OR | Feb 2024 - Current | < 1 |
Key Investment Services | Eugene, OR | Apr 2023 - Feb 2024 | < 1 |
Keybank | Eugene, OR | Oct 2021 - Feb 2024 | 2 |
Unemployed | Eugene, OR | Aug 2021 - Sep 2021 | < 1 |
Robbie Cooper | Buena Vista, CO | Apr 2020 - Sep 2021 | 1 |
Family Dollar/ Dollar Tree | Buena Vista, CO | Sep 2020 - Aug 2021 | < 1 |
The Best Western Vista Inn | Buena Vista, CO | Jul 2020 - Sep 2020 | < 1 |
The Rope LLC | Buena Vista, CO | Aug 2019 - Apr 2020 | < 1 |
Unemployed | Boulder, CO | May 2019 - Aug 2019 | < 1 |
Fate Brewing Company | Boulder, CO | Dec 2018 - May 2019 | < 1 |
The Lobby | Denver, CO | Jan 2018 - Dec 2018 | < 1 |
Unemployed | Boulder, CO | Nov 2017 - Jan 2018 | < 1 |
The Hilton Garden Inn | Denver, CO | May 2017 - Nov 2017 | < 1 |
Fate Brewing Company | Boulder, CO | Oct 2015 - May 2017 | 1 |
Omni Interlocken Hotel And Resort | Broomfield, CO | Apr 2013 - Oct 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2023 |
S65 | NASAA Investment Advisors Law Examination | May 2024 |
- OR
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Total Assets Under Management3,606MILLIONS
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Total Number of Accounts2,370ACCOUNTS
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Average Account Value$1,521,444
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
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