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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Thomas Patzke is a financial advisor with EP Wealth Advisors. Frank has been in the industry since 1978 and has a wide range of experience in financial planning, portfolio management, and retirement planning. Prior to joining EP Wealth Advisors, Frank was a financial advisor with LPL Financial, LLC. Frank is also a Certified Financial Planner™. Frank provides retirement plan advisory services and tax preparation services in addition to financial planning. Frank is registered to provide investment advisory services in Illinois, Texas and Wisconsin. Frank is also registered to provide investment advisory services in California and is pending final registration.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
01/01/2025 - Present
EP Wealth Advisors (Palatine IL)
IL
01/29/1993 - 12/31/2019
LPL FINANCIAL LLC (PALATINE IL)
IL
03/09/1988 - 01/29/1993
THE CHICAGO CORPORATION (CHICAGO IL)
NA
01/25/1984 - 03/18/1988
PRESCOTT, BALL & TURBEN, INC.
NA
03/27/1978 - 01/25/1984
BURTON J. VINCENT, CHESLEY & CO.
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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