FP FINANCIAL SERVICES, INC.
Legal name: GUIDANT WEALTH ADVISORS
CRD #123383 SEC #801-77713 PALATINE, IL 847-330-9911
SEC Registered
Total AUM
$251.1M
Discretionary
$251.1M
Employees
10
Clients
11
Accounts
822
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 6, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PATZKE, FRANK, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 6, 2020 REGISTERED
Notice Filings (9)
AL AZ CA FL IL NY OH TX WI
Address
35 WEST SLADE STREETPALATINE, IL 60067
United States
Phone: 847-330-9911