Mandwel Patterson

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About Mandwel Patterson

Mandwel Patterson brings a distinctive blend of financial expertise, entrepreneurial insight, and a passion for community development to his role as Founder of Invictus Capital Management. Before launching his own firm, Mandwel spent five years as a financial advisor with Edward Jones Investments, where he honed his skills in guiding individuals and families toward their long-term financial goals. His earlier career in economic development gave him firsthand experience helping businesses start, grow, and thrive. He has also taught business development and economics at the university level, equipping aspiring entrepreneurs with the tools to succeed. These diverse experiences have shaped his client-first philosophy - rooted in education, empowerment, and partnership.

Mandwel is deeply committed to helping his clients achieve what he calls the "Work-Optional Lifestyle", the ability to live life on your own terms with financial confidence and freedom. He believes in teaching his clients the "why" behind each decision, so they can become the masters of their financial destiny. A proud alumnus of Massillon Washington High School, Mandwel earned his B.A. in Political Science and a Master's in Public Administration and Economics from the University of Dayton. He remains active in his community, coaching youth sports and serving on local nonprofit boards. Mandwel lives in Stark County, Ohio with his wife, Jessica, and has two sons, Manny and Jordan.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

automated call

CRD#

6400218

Firm CRD#

6400218

Insurance License#

1056537

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AK, AZ, CA, FL, GA, IL, IN, MA, MI, NV, NM, NC, OH, SC, TN, TX, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

03/2019 - Present: LPL Financial LLC - Registered Representative 10/2014 - 03/2019: Edward Jones - Financial Advisor 03/2007 - 03/2019: Stark State College - Adjunct Professor

Work with the following types of clients

Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

Englsh

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$107,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$107,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Flat Fee

Fee % Based on Assets

Hourly Rate

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor's - Political Science/Economics

University of Dayton
08/1994 -05/1998

Master's - Public Administration/Economics

University of Dayton
08/2000 -05/2001

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Invictus Capital Management