Ameriprise Financial Services
41yrs
Top advisor by experience in Stroudsburg
19yrs
Patrick Boran
Full name on record: Patrick Michael Boran
Financial advisor at Ameriprise Financial Services
Patrick Boran is a fiduciary financial advisor in Stroudsburg, Pennsylvania, with 19 years in the industry. After four years at Cetera Investment Advisers and less than a year at A. G. Edwards & Sons, Patrick joined Ameriprise Financial Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 28 advisors with offices in Stroudsburg, and one of 24 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office744 Main St Suite 200, Stroudsburg, PA 18360
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- 2020 – nowAmeriprise Financial Services, LLCCurrent firm
- 2015 – 2019Cetera Investment Advisers LLCPreviously
- Jan 2008 – Jan 2008A. G. Edwards & Sons, Inc.Previously
- 2008 – 2013Wells Fargo Clearing Services, LLCPreviously
Contact Patrick
Local office(570) 421-6750Ask for Patrick. (612) 671-3131Main office · Minneapolis, MN 744 Main St Suite 200Stroudsburg, PA 18360Office · Get directions LinkedIn pageAmeriprise Financial Services
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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 Patrick’s local office at (570) 421-6750 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Patrick Boran.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
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?
Ameriprise Financial Services 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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