Harbour Investments
44yrs
Top advisor by experience in Green Bay
24yrs
Based in Green Bay, Wisconsin, Patrick Macgrath is a fiduciary financial advisor with 24 years of industry experience. Patrick has been with Osaic Wealth since 2024; before that, Patrick spent six years at Woodbury Financial Services and seven years at SII Investments. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Wisconsin
Office2700 Vernon Dr., Green Bay, WI 54304
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2017 – 2024Woodbury Financial Services, Inc.Previously
- 2011 – 2017SII Investments, Inc.Previously
- 2009 – 2011National Planning CorporationPreviously
- 2006 – 2009Osaic Wealth, Inc.Previously
- 2005 – 2010Sterling Financial Services, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Osaic Wealth at 800-821-5100 and ask for Patrick Macgrath. Patrick works from the Green Bay, WI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Wisconsin.
What licenses does Patrick hold?
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?
Osaic Wealth 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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