Patrick Richard

Managing Director

Bloomington, MN
(952) 683-7508

Financial Professional and Branch Manager holding series 7, 9/10 and 63
Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (series 65 license)
Holds insurance licenses

Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.
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Focused on the Wealth Management sector for individual investors, this newsletter features weekly in-depth market commentary and analysis about industry sector trends, current highlighted offerings, wealth management resources and other highlights.
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