Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
6yrs
Patrick Weinert
Financial advisor at THE Money Mission Limited Liability
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeWashington, DC
How the firm is paid ?Flat fee
States licensed ?1 state
Services through THE Money Mission Limited Liability
Financial planningNewsletters 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.
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowTHE Money Mission Limited Liability CompanyCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call THE Money Mission Limited Liability at 717-473-7495 and ask for Patrick Weinert. Patrick works from the Washington, DC office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
THE Money Mission Limited Liability reports being paid by 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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