RW Baker Wealth Management Group
44yrs
Top advisor by experience in Cheyenne
39yrs
Patrick Klipstein
Full name on record: Patrick Bart Klipstein
Financial advisor at Raymond James Financial Services Advisors
Patrick Klipstein is a fiduciary financial advisor in Cheyenne, Wyoming, with 39 years in the industry. After 11 years at RBC Capital Markets, Patrick joined Raymond James Financial Services Advisors in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Cheyenne, and one of 65 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience nationwide
Office4012 Laramie Street, Cheyenne, WY 82001
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2017 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2006 – 2016RBC Capital Markets, LLCPreviously
Contact Patrick
Local office(307) 514-6600Ask for Patrick. (727) 567-3020Main office · Saint Petersburg, FL 4012 Laramie StreetCheyenne, WY 82001Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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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?
- At a firm this size, will I work with you directly or with a service team?
- 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 Patrick’s local office at (307) 514-6600 or the Raymond James Financial Services Advisors main office at (727) 567-3020, and ask for Patrick Klipstein.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1988, about 39 years. Top 5% by experience nationwide.
What licenses does Patrick hold?
Series 63, Series 66. 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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