linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Joseph Fischbach

Cerity Partners Retirement Plan Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Joseph Fischbach

Patrick Fischbach is a registered Investment Advisor Representative with Cerity Partners Retirement Plan Advisors. Patrick is licensed in Illinois, where Patrick has been registered since July 2019. Patrick has a Series 65 license and has experience in the financial services industry since March 2012.

Firm Information

Patrick Fischbach is currently registered with Cerity Partners Retirement Plan Advisors. Cerity Partners Retirement Plan Advisors is a retirement plan advisory firm based in New York, NY. The firm has 53 investment adviser representatives and specializes in pension consulting, financial wellness coaching and other advisory services. They primarily serve pension and profit-sharing plans (599 clients) and state or municipal government entities (2 clients), managing over $16 billion in assets.
Cerity Partners Retirement Plan Advisors

99 PARK AVENUE

NEW YORK, NY 10016

$16.22B

Assets Under Management

2

Total Clients

10

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

financial wellness coaching

Financial wellness coaching

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Fischbach’s Registration & Firm History

IL

07/02/2019 - Present

Cerity Partners Retirement Plan Advisors (CHICAGO IL)

Not sure if Patrick Joseph Fischbach is right for you?

Licenses & Designations

IA

Issued 07/02/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Joseph Fischbach.
Not sure if Patrick Joseph Fischbach is right for you?