FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Patrick Houlton

Patrick Houlton


Pat is a graduate of St. Norbert College, DePere Wisconsin. After graduation he played briefly in the NFL and then worked for the state of Wisconsin as a master level social worker prior to embarking on his financial planning career in 1984.

Pat is proficient in the areas of personal and business financial planning and has numerous individuals he has worked with for twenty-plus years.

He and his wife, Janet, live in Stillwater and enjoy visiting their seven children and fourteen grandchildren. His other interests include being active in his church, volunteering, athletics, reading, and fly fishing.