FP FINANCIAL SERVICES, INC.

GUIDANT WEALTH ADVISORS
PALATINE, Illinois·1 registered advisor·CRD# 123383
SEC# 801-777130847-330-9911
01

Firm Overview

AUM
$251M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FP FINANCIAL SERVICES, INC.

1 registered advisor
Frank Thomas Patzke
PALATINE, Illinois
05

Office Locations

PALATINE, Illinois
1 advisor

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Data sourced from SEC Form ADV filings. FP FINANCIAL SERVICES, INC. (CRD# 123383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.