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Detailed Report
PATRICK CHARLES FOSDICK
CRD#: 5604969
IA
Investment Adviser
B
Broker
WISCONSIN WEALTH ADVISORS, LLCCRD#: 145946 1777 WEST MAIN STREET
SUITE 203
SUN PRAIRIE, WI 53590
HARBOUR INVESTMENTS, INC.CRD#: 19258 1777 W. MAIN STREET
SUITE 203
SUN PRAIRIE, WI 53590
Registration History
201220142016201820202022202420262 FIRMS2016 - Present (8 years)IAWISCONSIN WEALTH ADVISORS, LLC (CRD# 145946)2024 - Present (<1 year)BWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2011 - 2016 (5 years)IAWOODBURY FINANCIAL SERVICES, INC. (CRD# 421)2015 - 2016 (1 year)
License(s)

State Registrations

B
New Jersey 7/5/2022
IA
Wisconsin 10/21/2016
B
Wisconsin 10/21/2016

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WISCONSIN WEALTH ADVISORS, LLC (CRD#:145946)
1777 WEST MAIN STREET SUITE 203, SUN PRAIRIE, WI 53590
Registered with this firm since 11/11/2024
IA
HARBOUR INVESTMENTS, INC. (CRD#:19258)
1777 W. MAIN STREET SUITE 203, SUN PRAIRIE, WI 53590
Registered with this firm since 10/21/2016
B
HARBOUR INVESTMENTS, INC. (CRD#:19258)
1777 W. MAIN STREET SUITE 203, SUN PRAIRIE, WI 53590
Registered with this firm since 10/21/2016
Previous Registration(s)
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IA
 01/20/2015 - 10/27/2016 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) MADISON, WI
B
 10/25/2011 - 10/27/2016 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) MADISON, WI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.