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Paladin Research Report For:

Mandwel Patterson

Invictus Capital Management

4783 Munson St NW
Canton, OH 44718
330-244-1169

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
  • 2-4
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
  • 11
Number of Years with Current Firm
  • 6
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • 627
Firm's Number of Planning Clients
  • 627
Firm's Number of Managed Clients
  • 627
Assets Managed by Firm
  • $107,000,000
Advisor's Number of Clients
  • 627
Advisor's Number of Managed Clients
  • 627
Advisor's Number of Planning Clients
  • 627
Assets Managed by Advisor
  • $107,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $0
Compensation Methods
  • Flat Fee
Fee % Based on Assets
  • 1%
Hourly Rate
  • $0
Minimum Fee Charged for Managed Accounts
  • $0
Minimum Fee Charged for Hourly Planning Accounts
  • $0

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

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


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