Patrick Manes
Full name on record: Patrick Stephen Manes
Financial advisor at Independent Financial Partners
Patrick Manes is a financial advisor in Youngstown, Ohio, with 37 years in the industry. After a year at Principal Securities and five years at National Planning, Patrick joined Independent Financial Partners in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Independent Financial Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Services through Independent Financial Partners
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
- 2012 – nowIndependent Financial PartnersCurrent firm
- Aug 2011 – May 2012Principal Securities, Inc.Previously
- 2006 – 2011National Planning CorporationPreviously
- 2000 – 2005Metlife Investment Fund Services LLCPreviously
Contact Patrick
(813) 341-0960Firm headquarters in Tampa, FL. Ask for Patrick. 15 Colonial Drive Suite 23Youngstown, OH 44505Office · Get directions
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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
About Patrick
How do I contact Patrick?
Call Independent Financial Partners at (813) 341-0960 and ask for Patrick Manes. Patrick works from the Youngstown, OH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1989, about 37 years. Top 5% by experience in Ohio.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Independent Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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.