UBS Financial Services
47yrs
Top 1% by experience in Louisville
30yrs
Based in Louisville, Kentucky, Patrick Shellenberg is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with Edward Jones since 2006. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Edward Jones
Office950 Breckenridge Ln Suite 235, Louisville, KY 40207
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
- 2006 – nowEdward JonesCurrent firm
Contact Patrick
Local office(502) 897-2560Ask for Patrick. (314) 515-2000Main office · St. Louis, MO 950 Breckenridge Ln Suite 235Louisville, KY 40207Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (502) 897-2560 or the Edward Jones main office at (314) 515-2000, and ask for Patrick Shellenberg.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 5% by experience at Edward Jones.
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?
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.
Other advisors nearby
Legacy Financial Independent Advisors
47yrs
Top advisor by experience at Legacy Financial Independent Advisors
Robert W. Baird & Co.
47yrs
Top 1% by experience in Louisville
Wells Fargo Advisors
46yrs
Top 1% by experience in Louisville
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Louisville
Morgan Stanley
46yrs
Top 1% by experience in Louisville