Unclaimed Profile

Patrick Benjamin Wiese

KOVITZ INVESTMENT GROUP PARTNERS, LLC·CHICAGO, Illinois

SIE, Series 7, Series 66Clean record20 years registeredKOVITZ INVESTMENT GROUP PARTNERS, LLC

71 S WACKER DRIVE, CHICAGO, IL 60606CRD# 4398094Firm CRD# 282241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Benjamin Wiese · CHICAGO, IL

Registration

CRD #4398094 · KOVITZ INVESTMENT GROUP PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KOVITZ INVESTMENT GROUP PARTNERS, LLC

NORTHCOAST ASSET MANAGEMENT LLC

Feb 2025 – Mar 2026

STAMFORD, CT

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Jan 2016 – Dec 2024

CHICAGO, IL

KOVITZ INVESTMENT GROUP, LLC

Sep 2005 – Dec 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 29, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD 282241 · SEC 801-107054

AUM

$11.3B

Regulatory assets under management

Employees

392

11,848 client accounts

Services offered by KOVITZ INVESTMENT GROUP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at KOVITZ INVESTMENT GROUP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Benjamin Wiese offer?

Patrick Benjamin Wiese specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Patrick Benjamin Wiese's credentials?

Patrick Benjamin Wiese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Benjamin Wiese located?

Patrick Benjamin Wiese is based in CHICAGO, Illinois, last registered with KOVITZ INVESTMENT GROUP PARTNERS, LLC.

How does Patrick Benjamin Wiese charge for services?

Patrick Benjamin Wiese's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KOVITZ INVESTMENT GROUP PARTNERS, LLC?

KOVITZ INVESTMENT GROUP PARTNERS, LLC has approximately 392 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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