Hemang Patel (CRD# 7092775) is an Investment Advisor Representative working at Spire Investment Management LLC in Hoffman Estates, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Investment Management LLC | Hoffman Estates, IL | Apr 2019 - Current | 5 |
| Zebra Technologies | Lincolnshire, IL | Jan 2019 - Current | 5 |
| Motorola Solutions Inc. | Schaumburg, IL | Nov 1996 - Nov 2018 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- IL
- TX
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$149,334
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
IL, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.