
Patrick Tschetter
Patrick is an experienced retirement plan specialist managing the plan design, plan fiduciary compliance, employee communications/education and investment... | 2033 6th AvenueSuite 730, Seattle, United States
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Patrick Tschetter’s Emails pt****@ah****.com
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Patrick Tschetter’s Location 2033 6th AvenueSuite 730, Seattle, United States
Patrick Tschetter’s Expertise Patrick is an experienced retirement plan specialist managing the plan design, plan fiduciary compliance, employee communications/education and investment oversight for AHT’s financial services clients. Patrick joined AHT in 2015 with 20+ years of experience in the Financial Services and Investment Management industries. In that time, he held positions in retirement plan services, brokerage and employee benefit services at a large national broker, preceded by his experience as a fixed-income trader and a financial consultant. Since moving to Seattle from Minnesota in 2014, Patrick has found a passion for mountaineering [with successful summits of Rainier (x3), Adams, St. Helens (x3), Hood (x2) and Glacier Peak] and road/trail running [completing two ultramarathons and the Hood to Coast – Washington in 2017 and 2019]. Patrick Tschetter Senior Advisor AHT T 206.336.2986 E [email protected] 600 University Street Suite 1200, Seattle, WA 98101 California license #0658748 / NPN: 6980030 Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with AHT Retirement Services. AHT Retirement Services does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures "This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided."
Patrick Tschetter’s Current Industry Aht Insurance
Patrick
Tschetter’s Prior Industry
Merrill Lynch
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Fbs Investment Services
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Norwest Bank Employee Benefit Services
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Norwest Brokerage Directwellstrade
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Wells Fargo Retirement Plan Services
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Wells Fargo Institutional Trust
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Wells Fargo
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Innovative Bidding
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Financial Concepts
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Kameleon
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Aht Insurance
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Work Experience

Aht Insurance
Senior Advisor
Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Kameleon
Founder & CEO
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Financial Concepts
Retirement Plan Consultant
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Innovative Bidding
CEO and Co-Owner
Thu Mar 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo
Retirement Plan Specialist, Assistant Vice-President
Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Institutional Trust
Invesment Manager, AVP
Sat Jun 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Wells Fargo Retirement Plan Services
Communication Specialist
Sat Apr 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Norwest Brokerage Directwellstrade
Trading Representative II
Mon Feb 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Norwest Bank Employee Benefit Services
Customer Service Representative
Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)
Fbs Investment Services
Trading Representative
Wed Nov 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Financial Consultant
Fri Apr 01 1994 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 1995 00:00:00 GMT+0000 (Coordinated Universal Time)