Beam Wealth Advisors
41yrs
Top advisor by experience in Coconut Creek
39yrs
Patrick Cotter
Full name on record: Patrick Hayes Cotter
Financial advisor at Impact Partnership Wealth
Patrick Cotter is a fiduciary financial advisor in Coconut Creek, Florida, with 39 years in the industry. After a year at Kinetic Investment Management and less than a year at Royal Fund Management, Patrick joined Impact Partnership Wealth in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 28 advisors with offices in Coconut Creek, and one of 22 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Florida
Office6810 N State Road 7, Coconut Creek, FL 33073
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$368,526
Advisors at the firm88
States licensed ?1 state
Services through Impact Partnership Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2026 – nowImpact Partnership Wealth, LLCCurrent firm
- Jul 2025 – Aug 2026Kinetic Investment Management, Inc.Previously
- Feb 2025 – Jul 2025Royal Fund Management, LLCPreviously
- Dec 2024 – Feb 2025LSF Capital LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Impact Partnership Wealth at 800-380-5040 and ask for Patrick Cotter. Patrick works from the Coconut Creek, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1987, about 39 years. Top 5% by experience in Florida.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Impact Partnership Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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