LPL Financial
22yrs
More experience than 68% of advisors in Wyoming
21yrs
Patrick Todd has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Alta, Wyoming. After a year at Blackrock Investment Management and a year at Merrill Lynch Investment Managers, Patrick joined Durata Wealth Management in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Patrick’s designations include CFA and CFP®.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 67% of advisors in Wyoming
OfficeAlta, WY
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Durata Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowDurata Wealth ManagementCurrent firm
- Sep 2006 – Jan 2008Blackrock Investment Management, LLCPreviously
- Nov 2005 – Sep 2006Merrill Lynch Investment Managers LPPreviously
Contact Patrick
(307) 453-2343Durata Wealth Management main office Alta, WYOffice · Get directions Firm websitewww.duratawealth.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?
- 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 Durata Wealth Management at (307) 453-2343 and ask for Patrick Todd. Patrick works from the Alta, WY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2005, about 21 years. More experience than 67% of advisors in Wyoming.
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?
Durata Wealth Management reports being paid by a percentage of the assets they manage. 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.