B & B Financial Planning
44yrs
Top advisor by experience in O'Fallon
7yrs
Patrick Dingess
Financial advisor at Assetmark
Patrick Dingess has worked in the financial industry for 7 years and is a fiduciary financial advisor based in O'Fallon, Missouri. Patrick has been with Assetmark since 2025; before that, Patrick spent four years at Stifel, Nicolaus &. Assetmark offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 91 advisors with offices in O'Fallon, and one of 88 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeO'Fallon, MO
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
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
- Aug 2025 – nowAssetmark, Inc.Current firm
- 2021 – 2025Stifel, Nicolaus & Company, IncorporatedPreviously
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?
- 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 Assetmark at 800-664-5345 and ask for Patrick Dingess. Patrick works from the O'Fallon, MO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Patrick hold?
Series 63, 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?
Assetmark 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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