PUBLIC-SOURCE PROFILE

Patricia Kummer

Senior Wealth Advisor & Principal

Highlands Ranch, Colorado

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BACKGROUND & PLANNING FOCUS

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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.

Financial planningSmall-business ownersInvestment planningFamily wealthCFP®

Reported firm: Mariner
CRD number: Not listed in this profile
Minimum investment: Ask the professional
Fees & compensation: Confirm directly before engaging

BEFORE YOU MAKE A DECISION

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Which services and experience are most relevant to my situation?
In what capacity would you work with me, and when would you act as a fiduciary?
What would I pay, including commissions, product costs, and any referral fees?
Who holds my assets, and how would we communicate and measure progress?

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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

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Profile source · marinerwealthadvisors.com

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