Prospera Financial Services
39yrs
Top advisor by experience in St. Peters
20yrs
Patrick Ritter is a fiduciary financial advisor in St. Peters, Missouri, with 20 years in the industry. Patrick joined Core Planning in 2022, after less than a year at Compass Wealth and a year at Fiduciary Advisors. Patrick holds the CFP® designation.
One of 84 advisors with offices in St. Peters, and one of 78 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 6% by experience at Core Planning
OfficeSt. Peters, MO
FirmCore Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$605,570
Advisors at the firm64
States licensed ?1 state
Services through Core Planning
Financial planningInvestment management for individuals and small businesses
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
- 2022 – nowCore PlanningCurrent firm
- Jun 2019 – Jun 2020Core PlanningPreviously
- Feb 2019 – May 2019Compass WealthPreviously
- May 2016 – Jul 2017Fiduciary Advisors, Inc.Previously
- 2010 – 2016Edward JonesPreviously
- 2007 – 2009Buckingham Strategic Wealth, LLCPreviously
- Aug 2006 – Mar 2007Buckingham Asset Management Inc.Previously
Contact Patrick
(636) 734-7507Firm headquarters in Ofallon, MO. Ask for Patrick. St. Peters, MOOffice · Get directions Firm websitewww.wellfulmoney.comIs 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 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Core Planning at (636) 734-7507 and ask for Patrick Ritter. Patrick works from the St. Peters, MO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. Top 6% by experience at Core Planning.
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?
Core Planning 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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