Brian K. Fitzpatrick

AAMS®
Financial Advisor
Branch Manager

Brian Fitzpatrick is the President of Fitzpatrick Financial Services in Oskaloosa, Iowa. He hallmarks more than 34 years of experience, including personal financial services, agriculture and commercial bank lending, and city and federal government finance.

Brian began as a Financial Advisor with another firm in 2003. In order to expand the level of financial service offerings for his clients and more fully utilize his expertise, he chose to become an independent financial advisor with Raymond James, a nationally recognized firm.

Brian holds the Series 9/10 (General Securities Sales Supervisor), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State) and Series 66 (Uniform Combined State) securities licenses, as well as the designation of Accred ited Asset Management Specialist through the College of Financial Planning. Brian graduated from Iowa State University with a Bachelor of Science Degree in Agricultural Business.

Brian has served his community as chamber president and vice-president, a little league coach, and a junior golf mentor. In his free time, he enjoys attending Iowa State athletic events, CrossFit, riding bicycle trails, reading, and attending his children's extra­ curricular events.  Originally from Lynnville, Iowa, Brian resides in Oskaloosa, IA, with his wife, Sherry, and two of their four children.