Talk to sales Try for Free
Patrick Trauger, CFP® APMA™

Patrick Trauger, CFP® APMA™

A-10 Crew Chief turned Personnelist - Air National Guard

Followers of Patrick Trauger, CFP® APMA™449 followers
location of Patrick Trauger, CFP® APMA™New Hope, Pennsylvania, United States

Connect with Patrick Trauger, CFP® APMA™ to Send Message

Connect

Connect with Patrick Trauger, CFP® APMA™ to Send Message

Connect

  • Timeline

  • About me

    Financial Advisor and Managing Partner at Penn Wealth Planning - a financial advisory practice of Ameriprise Financial Services, LLC

  • Education

    • DeVry University

      2009 - 2010
      Bachelor of Science in Business Management Business, Management, Marketing, and Related Support Services

    • College for Financial Planning

      2017 - 2019
      Certificate in Financial Planning Financial Planning and Services

  • Experience

    • United States Air Force

      Jan 2002 - now
      A-10 Crew Chief turned Personnelist - Air National Guard

      2002 to 2011 - Crew Chief on A-10 - 111th Fighter Wing 2011 to 2016 - Air Operations Group - A12016 to Present - Red Horse - Personnelist

    • TD Bank (Commerce Bank)

      Feb 2005 - Jun 2008
      Sr. Customer Service Representative & Expert Consumer Lender

    • Penn Wealth Planning, A financial advisory practice of Ameriprise Financial Services, LLC

      Jun 2007 - now
      Partner and Financial Planner

    • Ameriprise Financial Services, LLC

      Jan 2022 - now
      Financial Advisor and Managing Partner at Penn Wealth Planning with Ameriprise Financial

      A financial advisory practice of Ameriprise Financial Services, LLC

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Jan 2019

    • Accredited Portfolio Management Advisor™

      Kaplan Financial Education
      May 2022