Zachary Patzik (CRD# 7349426) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Chicago, IL and has 1 year of experience in the finance industry. Zachary Patzik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Rmb Capital Management, LLC | Chicago, IL | Mar 2021 - Current | 3 |
Morningstar | Chicago, IL | Apr 2017 - Mar 2021 | 3 |
Northern Trust | Chicago, IL | Jun 2014 - Mar 2017 | 2 |
Northern Trust | Chicago, IL | Aug 2012 - Jun 2014 | 1 |
- IL
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Total Assets Under Management8,484MILLIONS
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Total Number of Accounts15,723ACCOUNTS
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Average Account Value$539,595
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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