Frank
Patzke
Ep Wealth Advisors
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About this Advisor
Frank Patzke is a financial advisor based in Palatine, Illinois, working with Ep Wealth Advisors. Frank has previously held positions at Lpl Financial, LLC, Fp Financial Services, Inc (Dba: Guidant Wealth Advisors), Fsks Properties, and Ep Wealth Advisors. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Illinois. Currently, Frank is part of Ep Wealth Advisors, which operates out of Palatine, Illinois. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Frank Patzke Work History
Ep Wealth Advisors
Fsks Properties
Fp Financial Services, Inc (Dba: Guidant Wealth Advisors)
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Frank Patzke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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