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    Patrick Latimer


    Check the background of this investment professional on FINRA's BrokerCheck

    About Patrick

    Patrick has been in the financial service industry since 2007. With a focus on families and small business owners, he excels at using creative, thoughtful planning to ensure the continued financial stability for each of his clients. Patrick builds comprehensive plans to fit the individual needs of the clients he serves using tools including life insurance, business planning, securities products, and health and disability insurance policies.

    As a representative of the Member Wealth Management program, Patrick works in partnership with participating credit unions to provide comprehensive financial services to credit union members throughout the state.

    Patrick values his relationships with other professionals including accountants, tax and estate attorneys, property and casualty professionals and is dedicated to a practice of integrity, honesty, and trust. Fluent in Spanish, Patrick is committed to helping diverse clients reach their financial goals. Patrick currently holds the LUTCF designation and is currently pursuing the CHFC designation, and has proven himself to be one of the top young agents at Intermountain Financial.

    Patrick has a background in the legal field, with experience as a team leader in the communications industry. He is active in local civic and religious groups, and recently spent a year as the vice president of BNI, a business networking group. He was born and raised in Murray, Utah, where he currently resides with his wife, Kristie, and their daughter, Addyson. In his free time, he enjoys camping, fishing, and traveling with his family.


    FINRA Series 6 (General Securities)
    FINRA Series 63 (Securities Agent)

    Patrick is insurance licensed in Utah.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Patrick Latimer LUTCF® is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 6330 South 3000 East, Suite 600, Salt Lake City, UT 84121, Tel: (801) 943-6277

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Utah, Arizona

    I am licensed to sell Securities Products in the following jurisdictions:
    Utah, Wyoming, Idaho, Montana, Nevada

    Patrick Latimer LUTCF®, Salt Lake City, UT

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