United Planners' Financial Services of America a Limited Partner
43yrs
Top advisor by experience in Voorhees
30yrs
Patrick Duffield
Full name on record: Patrick Daniel Duffield
Financial advisor at Ameriprise Financial Services
Patrick Duffield has worked in the financial industry for 30 years and is a financial advisor based in Voorhees, New Jersey. Patrick joined Ameriprise Financial Services in 2002, 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.
At a glance
Experience30 years (since 1997)
How that compares ?Top 17% by experience in Voorhees
Office1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowAmeriprise Financial Services, LLCCurrent firm
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 Duffield. Patrick works from the Voorhees, NJ office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1997, about 30 years. Top 17% by experience in Voorhees.
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?
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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