Patricia Kummer
Senior Wealth Advisor & Principal
MarinerHighlands Ranch, Colorado
Published information helps you research. Confirm current details with the original source.
A clearer picture of the professional.
We have not reviewed a matching report for this profile. Ask the firm about relevant experience and verify its source.
Record not reviewed
No reviewed report is on file here. Missing information does not establish a clear regulatory history.
Confirm identity, registration, and disclosures with the regulator. Check BrokerCheck and the SEC adviser database before deciding. Suggest a correction.
Published profile
Patricia Kummer helps families, estates and small-business owners connect financial decisions to a broader plan. Her approach starts with planning before selecting investments. Based in Highlands Ranch, she founded Kummer Financial Services, which joined Mariner in 2018, and has also mentored newer financial advisors.
Questions to take to the conversation
- Do the current firm and registration record match this profile?
- Which details need to be confirmed directly with the firm?
- What information is missing from the record?
Keep answers in your meeting worksheet
Open the preparation guideProfessional details
- Published practice focus
- Financial planning
- Credentials in source
- CFP®
- Minimum relationship
- Confirm with the firm
- Fees
- Request a written explanation
Sources & record context
Source review recorded: 2026-09-16. A directory listing is not confirmation of current licensing, disciplinary standing, or suitability.
Suggest a correction to this profileContinue your research
Other published profiles at the same firm or in Colorado.
A LITTLE CLARITY. A NEW POSSIBILITY.Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.