Patrick Rumoro

Wealth Advisor

Originally from Oak Park, Illinois, Patrick attended the University of Louisville where he was a 4-year student-athlete as a member of the Cardinal’s baseball team. He graduated from the University of Louisville in 2019 and was soon after accepted into the full-time MBA program. Following graduation of the MBA program, Patrick joined Magnate Wealth in October of 2020 to begin his career in the financial services industry.

As a Wealth Advisor, Patrick focuses on creating and maintaining long-term relationships with clients. He prides himself on trust and loyalty to always serve others in the highest manner. Aside from work, Patrick enjoys golfing, spending time at the lake, and visiting with family.

Professional Designations and Licenses

Series 7

Series 65

Series 63


Life and Health Insurance

Formal Education and Experience

University of Louisville: Master of Business Administration

University of Louisville: Bachelor of Business Administration in Finance; Minor in Marketing

Magnate Wealth

is here to turn your

dreams into a reality.

Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.