Financial First Advisors
46yrs
Top advisor by experience in Columbia
20yrs
Patrick Wilbert
Financial advisor at Cetera Investment Advisers
Based in Columbia, Maryland, Patrick Wilbert is a fiduciary financial advisor with 20 years of industry experience. Patrick joined Cetera Investment Advisers in 2023, after six years at Summit Financial Group and eight years at Equitable Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 63% of advisors in Columbia
OfficeColumbia, MD
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2021Summit Financial Group Inc.Previously
- 2008 – 2015Equitable Advisors, LLCPreviously
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 Cetera Investment Advisers at (310) 257-7880 and ask for Patrick Wilbert. Patrick works from the Columbia, MD office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 20 years. More experience than 63% of advisors in Columbia.
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?
Cetera Investment Advisers 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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