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Patrick Christian Bortz, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Patrick Christian Bortz

CFP®, BFA, APMA

Financial Advisor

Paramount Financial Strategies
11
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

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 63 & 65 Securities Registrations
  • Life & Health Insurance Licenses

Education

  • BS, Business Administration, University of Missouri, Columbia, MO
  • Marquette University High School

Awards & recognition

  • Paramount Financial Strategies, Forbes Best-in-State Wealth Management Teams, 2023
  • Five Star Wealth Manager, 2023

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Interests

I grew up in Brookfield, WI where I went to Brookfield Academy and Marquette University Highschool. After graduating High School, I followed in my father’s footsteps and attended Business School at the University of Missouri. Outside of work I am a devoted family man to my wife, Brittney, and our two children Patrick Jr. ("Packy") and Wynn. I am also an avid tennis player and golfer and enjoy spending time on the lakes in Lake Country, WI.