Patrick Bollinger
Investment Adviser Representative at Wealth Planning Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Bollinger is an investment adviser representative with Wealth Planning Group in Baltimore, MD, where they have been registered since 2018. They have worked in the securities industry since 2017 and have been registered with 3 firms, including United Planners' Financial Services of America A Limited Partner and Cambridge Investment Research, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
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.
- Cambridge Investment Research, Inc.Mar 2017 – Oct 2018Fairfield, IA
- Rouge Fine CateringMar 2012 – Jan 2017Baltimore, MD
- Towson UniversityJan 2012 – Jan 2017Baltimore, MD
- United Planners' Financial Services of AmericaOct 2018 – Jun 2021Scottsdale, AZ
- WPG Financial Group, LLCOct 2018 – no end date reportedBaltimore, MD
- WPG Advisers, LLCAug 2018 – no end date reportedBaltimore, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Planning 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
- Hourly
- Fixed fee
- First $1,000,0001.00%
- Next $2,000,0000.85%
- Next $2,000,0000.70%
- Next $5,000,0000.55%
+3 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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Baltimore, MD
- SEC file number:
- 801-114047
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 28, 2026
View full firm profileOther advisors at Wealth Planning Group
3 other advisors in the directory
Similar advisors in Baltimore, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Bollinger 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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