Lach Financial (CRD# 157065) is a financial advisory firm headquartered in Louisville, KY. They manage $6,724,351 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$224,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Patrick Lach (CRD# 5906366) is an Investment Advisor Representative working at Lach Financial, a fee-only Investment Advisory firm, in Louisville, KY and has 5 years of experience in the finance industry. Patrick Lach holds a Ph.D. in finance and is also a Chartered Financial Analyst (CFA) Charterholder. He has multiple publications in peer-reviewed academic journals and has been sourced as a subject-matter expert for 11 college-level textbooks by leading publishers such as McGraw-Hill and John Wiley & Sons, Inc. In addition, he has been interviewed and quoted by leading media outlets such as The Wall Street Journal and the Public Broadcasting Service (PBS).
In his ten years of teaching in higher education, Dr. Lach has taught over 1,100 students and has received multiple teaching awards for his performance in the classroom. He brings the same passion and enthusiasm to his clients to motivate and inspire them to reach their financial goals.
Patrick Lach 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 putclients' interests first and comply with the Financial Planning Practice Standards.