AdvisorOS Directory
Claim Profile
Unclaimed Profile
FP

Frank Thomas Patzke

FP FINANCIAL SERVICES, INC.·PALATINE, Illinois
SIE, Series 5, Series 7, Series 24, Series 63, Series 65CFPClean record33 years registeredFP FINANCIAL SERVICES, INC.
35 WEST SLADE STREET, PALATINE, IL 60067CRD# 850554Firm CRD# 123383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank Thomas Patzke · PALATINE, IL
Registration
CRD #850554 · FP FINANCIAL SERVICES, INC. · 33 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Jan 2020 – present
GUIDANT WEALTH ADVISORS
Jan 2001 – Dec 2019
PALATINE, IL
LPL FINANCIAL LLC
Jan 1993 – Dec 2013
PALATINE, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 5
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 29, 1993
Years registered · 33
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FP FINANCIAL SERVICES, INC.
CRD 123383 · SEC 801-77713
AUM
$251M
Regulatory assets under management
Employees
10
822 client accounts
Services offered by FP FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FP FINANCIAL SERVICES, INC. →
Introduction

Speak with Frank

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Frank is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALATINE?

Browse all registered financial advisors in PALATINE, Illinois or claim this profile if it's yours.

Browse PALATINE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Frank Thomas Patzke offer?
Frank Thomas Patzke specializes in Financial Planning, Investment Management. Contact their office in PALATINE, Illinois for a consultation.
What are Frank Thomas Patzke's credentials?
Frank Thomas Patzke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Frank Thomas Patzke located?
Frank Thomas Patzke is based in PALATINE, Illinois, working with FP FINANCIAL SERVICES, INC.. Their office serves clients in the PALATINE metropolitan area and surrounding communities.
How does Frank Thomas Patzke charge for services?
Frank Thomas Patzke's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitation fees from other investment advisory firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FP FINANCIAL SERVICES, INC.?
FP FINANCIAL SERVICES, INC. has approximately 10 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PALATINE, Illinois

Denzil Alan Locke
LOCKE FINANCIAL SERVICES, INC.·PALATINE, IL
Brett Marriott Detterbeck
DWM FINANCIAL GROUP, INC.·PALATINE, IL
Kirk Robert Hackbarth
KABAREC FINANCIAL ADVISORS LTD·PALATINE, IL
Michael Peter Kabarec
KABAREC FINANCIAL ADVISORS LTD·PALATINE, IL
Alfred Stephen Roberts
CCP, INC·PALATINE, IL
Lester George Detterbeck
DWM FINANCIAL GROUP, INC.·PALATINE, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
City Guides
CHICAGO GuideNAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile