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Patrick Fleming, Financial Advisor serving the Houston, TX area - Ameriprise Advisors

Patrick Fleming

BFA, APMA

Financial Advisor

Luminate
2
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
  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BBA, Management, Southern Methodist University, Dallas, Texas

Awards & recognition

  • Luminate, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ameriprise Ultimate Digital Excellence Award, 2023-2024

Interests

I am a devoted family man, blessed with a beautiful wife and two small children who bring immense joy to my life. I  have a deep appreciation for the outdoors, often spending my free time on the golf course or exploring nature. Traveling to new destinations and experiencing different cultures is also a passion of mine. A keen supporter of SMU athletics, I enjoy the excitement and camaraderie that comes with cheering on the Mustangs. As someone who values family and adventure, I strive to balance these aspects with my professional life as a financial advisor.