Ivan Capital Management
43yrs
Top advisor by experience in Longmont
34yrs
Based in Longmont, Colorado, Patrick Dowlin is a fiduciary financial advisor with 34 years of industry experience. Patrick has been with LPL Financial since 2012; before that, Patrick spent two years at Wells Fargo Advisors and eight years at Wells Fargo Investments. Patrick holds the CFP® designation.
One of 75 advisors with offices in Longmont, and one of 65 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 6% by experience in Colorado
Office2907 17th Ave Suite A, Longmont, CO 80503
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowLPL Financial LLCCurrent firm
- Jan 2011 – Nov 2012Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2011Wells Fargo Investments, LLCPreviously
- Feb 2001 – Dec 2002Citigroup Global Markets Inc.Previously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. 2907 17th Ave Suite ALongmont, CO 80503Office · Get directions Facebook pageLPL Financial
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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?
- 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 LPL Financial at (704) 733-3300 and ask for Patrick Dowlin. Patrick works from the Longmont, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1992, about 34 years. Top 6% by experience in Colorado.
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?
LPL Financial 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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