Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
19yrs
Patrick Forde
Full name on record: Patrick John Forde
Financial advisor at Ameritas Advisory Services
Based in Denver, Colorado, Patrick Forde is a fiduciary financial advisor with 19 years of industry experience. Patrick joined Ameritas Advisory Services in 2026, after ten years at Envestnet PMC. Ameritas Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 66% of advisors in Denver
OfficeDenver, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$448,118
Advisors at the firm551
States licensed ?1 state
Services through Ameritas Advisory Services
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.
Career
- Apr 2026 – nowAmeritas Advisory Services, LLCCurrent firm
- 2007 – 2018Envestnet PMCPreviously
Contact Patrick
Denver, COOffice · Get directions Firm main line(800) 335-9858Headquarters: Ameritas Advisory Services · Lincoln, NE Firm websitewww.ameritas.com/investmentsIs 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.
- 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 Ameritas Advisory Services at (800) 335-9858 and ask for Patrick Forde. Patrick works from the Denver, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. More experience than 66% of advisors in Denver.
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?
Ameritas Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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