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Gary Kevin Pattengale

Mesirow Financial Investment Management, Inc.

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About Gary Kevin Pattengale

Gary Kevin Pattengale is a financial advisor with Mesirow Financial Investment Management, Inc. Gary has been in the financial services industry for over 20 years. Gary is registered as a Registered Representative in Illinois. Gary holds the Series 6 and Series 63 securities licenses. Gary is also a Certified Financial Planner. Gary provides financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Gary has experience working with high-net-worth individuals, corporations, insurance companies, and charitable organizations.

Firm Information

Gary Pattengale is currently registered with Mesirow Financial Investment Management, Inc.. Mesirow Financial Investment Management, Inc. is an investment advisor headquartered in Chicago, Illinois, with over 99 investment adviser representatives and approximately $45 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal government entities.
Mesirow Financial Investment Management, Inc.

353 N. CLARK ST

CHICAGO, IL 60654

$45.17B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gary Pattengale’s Registration & Firm History

IL

01/03/2025 - Present

Mesirow Financial Investment Management, Inc. (CHICAGO IL)

TX

04/30/1998 - 12/31/1998

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 04/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Kevin Pattengale.
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