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Frank Thomas Patzke

FP FINANCIAL SERVICES, INC.·PALATINE, Illinois
FP 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Frank Thomas Patzke is a registered financial advisor based in PALATINE, Illinois, affiliated with FP FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FP FINANCIAL SERVICES, INC.
GUIDANT WEALTH ADVISORS
AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FP FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Regulatory
SEC/IARD CRD# 850554
Firm CRD# 123383
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Nearby cities in Illinois
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Research
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