PB
Patrick Berch
from Waterfront Wealth Inc.
Patrick Berch is a financial advisor based in Kansas, Overland Park,
with 14 years of experience. Patrick currently works for
Waterfront Wealth Inc..
Patrick maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Berch works at Waterfront Wealth Inc.
Waterfront Wealth Inc. is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $645,000,000 of assets under management and employs about 14 people. Waterfront Wealth Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6711 W 121st Street, Suite 200, Overland Park, Kansas, 66209
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