Valic Financial Advisors
27yrs
Top 17% by experience at Valic Financial Advisors
36yrs
Patrick Grewe is a fiduciary financial advisor in Greenville, Kentucky, with 36 years in the industry. Patrick joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Greenville, and one of 4 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top 2% by experience at Edward Jones
Office135 North Main, Greenville, KY 42345
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2007 – nowEdward JonesCurrent firm
Contact Patrick
Local office(270) 517-3348Ask for Patrick. (314) 515-2000Main office · St. Louis, MO 135 North MainGreenville, KY 42345Office · 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
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (270) 517-3348 or the Edward Jones main office at (314) 515-2000, and ask for Patrick Grewe.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1990, about 36 years. Top 2% by experience at Edward Jones.
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?
Edward Jones reports being paid by a percentage of the assets they manage, 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.
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