Morgan Stanley
46yrs
Top advisor by experience in St. Paul
12yrs
Based in St. Paul, Minnesota, Patrick Hall is a fiduciary financial advisor with 12 years of industry experience. Patrick joined Cetera Planning Partners in 2026, after 12 years at Avantax Planning Partners. Cetera Planning Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 56% of advisors at Cetera Planning Partners
Office2675 Long Lake Road, St. Paul, MN 55113
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$848,315
Advisors at the firm191
States licensed ?1 state
Services through Cetera Planning Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publicationsEducational 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 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowCetera Planning PartnersCurrent firm
- 2014 – 2026Avantax Planning Partners, Inc.Previously
Contact Patrick
(913) 498-8898Firm headquarters in Leawood, KS. Ask for Patrick. 2675 Long Lake RoadSt. Paul, MN 55113Office · Get directions LinkedIn pageCetera Planning Partners
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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?
- 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 Planning Partners at (913) 498-8898 and ask for Patrick Hall. Patrick works from the St. Paul, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 12 years. More experience than 56% of advisors at Cetera Planning Partners.
What licenses does Patrick hold?
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?
Cetera Planning Partners reports being paid by a percentage of the assets they manage, 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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