Osaic Wealth
47yrs
Top advisor by experience in Southfield
4yrs
Patrick Patton
Full name on record: Patrick Timothy Patton
Financial advisor at Plante Moran Financial Advisors
Patrick Patton is a fiduciary financial advisor in Southfield, Michigan, with 4 years in the industry. Patrick joined Plante Moran Financial Advisors in 2023, a firm offering financial planning and investment management. Patrick holds the CFP® designation.
One of 523 advisors with offices in Southfield, and one of 471 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office3000 Town Center Suite 100, Southfield, MI 48075
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$6.7 million
Advisors at the firm131
States licensed ?1 state
Services through Plante Moran Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowPlante Moran Financial AdvisorsCurrent firm
Contact Patrick
(248) 352-2500Plante Moran Financial Advisors main office 3000 Town Center Suite 100Southfield, MI 48075Office · Get directions Instagram pagePlante Moran Financial Advisors
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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 Plante Moran Financial Advisors at (248) 352-2500 and ask for Patrick Patton. Patrick works from the Southfield, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 4 years. 4 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?
Plante Moran Financial Advisors 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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