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    Patrick Brewer, CFA

    CEO at WealthPlan Group

    Patrick Brewer is the Chief Executive Officer (CEO) of WealthPlan Group.14 He has a background in finance and holds the Chartered Financial Analyst (CFA) designation.4

    Professional Background

    Patrick Brewer serves in multiple leadership roles:

    • CEO of WealthPlan Partners12
    • CEO of Feltz WealthPLAN1
    • Founder of Advisor Growth Experts4

    Expertise and Responsibilities

    As the CEO, Patrick Brewer has been involved in strategic acquisitions to expand WealthPlan's presence and capabilities:

    • He led the acquisition of EFS Wealth Management Group, which expanded WealthPlan's presence in the Midwest.2
    • Brewer has also been involved in other acquisitions, such as Klauke Investments & Insurance.3

    Online Presence

    Patrick Brewer maintains an active professional presence online:

    • His LinkedIn profile can be found under the username patrick-brewer-cfa-80993813.4
    • He is also active on Twitter with the handle @pbrewcfa.5

    Location

    While Patrick Brewer's primary business location is associated with Omaha, Nebraska6, his LinkedIn profile indicates he is based in Austin.4

    Patrick Brewer's role as CEO involves leading WealthPlan Group's growth strategy, overseeing acquisitions, and expanding the firm's services in wealth management and financial advisory.2

    Highlights

    Sep 28 · prweb.com
    WealthPlan Acquires EFS Wealth Management Group, Expands ...
    Sep 27 · maadvisor.com
    WealthPlan Partners Acquires Klauke Investments & Insurance ...
    Apr 13 · RIABiz
    Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112 ... - RIABiz
    Altruist's Jason Wenk wins Marty Bicknell's capital as part of $112 ... - RIABiz
    Jul 8 · Business Wire
    WealthSource Launches Inaugural ELEVATE Independent Financial Advisor Summit in Las Vegas this October - Business Wire

    Related Questions

    What are Patrick Brewer's key achievements at WealthPlan Group?
    How did Patrick Brewer start his career in wealth management?
    What is the "Income for Life" financial planning model that Patrick Brewer mentions?
    What other companies has Patrick Brewer led acquisitions for?
    How has Patrick Brewer's leadership impacted WealthPlan Group's growth?
    Patrick Brewer, CFA
    Patrick Brewer, CFA, photo 1
    Patrick Brewer, CFA, photo 2
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    Location

    Austin, Texas, United States