Ameriprise Financial Services
46yrs
Top advisor by experience in Toledo
38yrs
Patrick Convery
Full name on record: Patrick Robert Convery
Financial advisor at Ameriprise Financial Services
Patrick Convery is a fiduciary financial advisor in Toledo, Ohio, with 38 years in the industry. Patrick joined Ameriprise Financial Services in 1999, 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 336 advisors with offices in Toledo, and one of 261 fiduciaries.
At a glance
Experience38 years (since 1988)
How that compares ?Top 5% by experience in Ohio
Office5954 Renaissance Place Suite B, Toledo, OH 43623
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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
- 1999 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Patrick
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Patrick. 5954 Renaissance Place Suite BToledo, OH 43623Office · Get directions LinkedIn pageAmeriprise Financial Services
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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 Ameriprise Financial Services at (612) 671-3131 and ask for Patrick Convery. Patrick works from the Toledo, OH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1988, about 38 years. Top 5% by experience in Ohio.
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?
Ameriprise Financial Services 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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