Patricia Lynn Kavanagh
Investment Adviser Representative at PARR Mcknight Wealth Management Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patricia Lynn Kavanagh is an investment adviser representative with PARR Mcknight Wealth Management Group in Minneapolis, MN, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Wells Fargo Advisors and UBS Financial Services Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UBS Financial Services IncJun 2016 – Jun 2018St. Paul, MN
- Wells Fargo Advisors Financial Network, Llc/pmwmg LLCJun 2018 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PARR Mcknight Wealth Management Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,500,000 (waivable)
- First $500,0001.50%
- $500,000 to $1,000,0001.25%
- $1,000,000 to $5,000,0000.90%
- $5,000,000 to $10,000,0000.85%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning including retirement planning, legacy planning, succession planning, investment strategy and allocation, after-tax saving strategies, Social Security maximization, income and expense planning, debt management, investment policy review, and company retirement plan improvement.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Minneapolis, MN
- SEC file number:
- 801-130400
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at PARR Mcknight Wealth Management Group
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patricia Lynn Kavanagh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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