Patrick Gierke, financial advisor Crystal Lake IL

Patrick Gierke

CRD Number: 2169974
Current Firm: Acrylic Financial, Inc.

Patrick Gierke (CRD# 2169974) is an Investment Advisor Representative working at Acrylic Financial, Inc. in Crystal Lake, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Acrylic Financial, Inc. Crystal Lake, IL Feb 2019 - Current 5
Brooklight Place Securities, Inc. Fountain Hills, AZ Oct 2018 - Current 5
Self Employed Lake In The Hills, IL Jun 2011 - Current 12
The Leaders Group Inc. Littleton, CO Nov 2012 - Oct 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick A. Gierke
Phone Number: 833-422-7954
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    84
    MILLIONS
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $181,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, HI, IL, KS, MA, MD, MI, ND, NE, NH, OK, TX, UT, VA

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