Patap Financial Services

Patap Financial Services (CRD# 111965) is a financial advisory firm headquartered in , . They manage $24,417,121 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Patap Financial Services
Showing 1 - 1 of 1 top financial advisors.
Richard D. Patap
CRD#: 1068376
1091 W. Jefferson Ave., Naperville, IL 60540

Richard Patap (CRD# 1068376) is an Investment Advisor Representative working at Patap Financial Services in Naperville, IL and has over 35 years of experience in the finance industry. Richard Patap 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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