Skip to main content

Our financial advice team


Patrick Hagan, Private Wealth Advisor serving the Golden Valley, MN area - Ameriprise Advisors

Patrick Hagan

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Hagan and Associates
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Small Business

Interests

  • I have run multiple marathons and triathlons, including the 2011 and 2012 Boston Marathon competitions as well as several other domestic and international marathons. I am the Founder and Coach of Harriet Run Group - a local running group that meets and runs at Harriet Lake.
  • I participate on a local bicycling team and attend Iowa's RAGBRAI bicycling event annually.
  • I also enjoy golf, travel, diving, history, and reading.

Awards & recognition

  • Ameriprise Financial David Breen Award, 2011
  • Five Star Wealth Manager, 2013-2015, 2017, 2019-2020
  • Ameriprise Circle of Success, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • BFA™ Behavioral Financial Advisor™

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I have held several board positions with Vail Place, a non-profit organization that helps those with mental health challenges live productive and rewarding lives and gives them a place to belong. I have served as the Chair of the Board and Vice Chair, organized many fundraising events, such as their Tour de Vail event, Golf events and more.

I am also the Photographer for the Kenny Neighborhood Association, which provides assistance with the upkeep and revitalization of the Minneapolis Kenny Neighborhood.