Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Patzke is a financial advisor who has been in the industry since 2021. He is currently registered with EP Wealth Advisors in Illinois and California. Steven is also registered as an investment advisor in Illinois and California. Steven previously worked at LPL Financial LLC in Illinois. Steven holds the Series 7TO, Series 65 and SIE exams.
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
08/11/2023 - Present
EP Wealth Advisors (Palatine IL)
IL
10/31/2022 - 07/27/2023
LPL FINANCIAL LLC (CHICAGO IL)
IA
Issued 07/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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