Gary Pattengale, financial advisor Itasca IL
96 score

Gary Pattengale

CRD Number: 3043734
Current Firm: Balasa Dinverno Foltz LLC

Gary Pattengale (CRD# 3043734) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 18 years of experience in the finance industry. Gary Pattengale 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.

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Professional Designations
Company Name Location Dates Years
Balasca Dinverno Foltz LLC Itasca, IL Apr 2012 - Current 4
Balasa Dinverno Foltz LLC Itasca, IL Aug 2011 - Current 5
Leavitt Capital Management Northbrook, IL Aug 2007 - Jul 2011 3
The Northern Trust Company Chicago, IL Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Gary K. Pattengale
Phone Number: 630-875-4900
Firm Website: http://www.bdfllc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,072
    MILLIONS
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $658,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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