Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Karolczak is an investment advisor representative at Asset Consulting Group, LLC. Patricia has been in the industry since October 1997 and is registered with the states of Michigan, Missouri, Oklahoma and Texas. She holds a Series 65 license and has experience in various specializations including tax-exempt entities, pension consulting, and selection of other advisors. Patricia's firm provides investment consulting services to taxable and tax-exempt entities.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MO
03/25/2011 - Present
Asset Consulting Group, LLC (CLAYTON MO)
IA
Issued 04/29/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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