Patrick Mulheran

About

Patrick Mulheran is a Managing Director of Signature Private, the private client group of Highland Capital Brokerage which serves business owners and affluent families. He specializes in estate planning, retirement planning, and business planning strategies that involve the implementation of insurance products. Advice and recommendations are developed through in-depth fact finding and goals-based planning – in close concert with investment advisors, private bankers, family offices, financial planners, accountants, and estate attorneys.

Patrick joined Highland in 2005 and has more than 20 years of industry experience. From 2005 to 2015 he served as a Vice President with Highland working with several institutional markets as well as the independent producer space. In 2015, he became a Managing Principal, where he managed the three Highland offices in the Midwest. Recently, Patrick returned to a planning role with Highland as a Managing Director.

Patrick holds a B.A. in Business Administration–Entrepreneurial Studies from the University of St. Thomas, St. Paul, Minn. He also completed FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) examinations for variable product sales.

Patrick and his four children reside in Orono, Minn.

Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.