Patrick FischbachCRD Number: 7100008
Current Firm: Cerity Partners Retirement Plan Advisors
Patrick Fischbach (CRD# 7100008) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has over 3 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|Cerity Partners Retirement Plan Advisors LLC||Chicago, IL||Apr 2019 - Current||3|
|Blue Prairie Group, LLC||Chicago, IL||Mar 2012 - Mar 2019||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management13,240MILLIONS
Total Number of Accounts165ACCOUNTS
Average Account Value$80,242,902
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, CO, FL, IL, IN, NY, OH, PA, TX, VA
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