PG
Patrick A. Gierke
ACRYLIC FINANCIAL
Crystal Lake, IL 60014
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CRD#: 2169974
PG
Professional summary
Patrick Arthur Gierke is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Crystal Lake, Illinois and BROOKLIGHT PLACE SECURITIES, INC. located in Crystal Lake, Illinois.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Patrick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF BUSINESS: CORNERSTONE FINANCIAL GROUP; NATURE OF BUSINESS: REFERRING CLIENTS TO CORNERSTONE FINANCIAL GROUP FOR PROPERTY AND CASUALTY QUOTES; LOCATION: 57 E. HATTENDORF AVE, UNIT 160, ROSELLE, IL 60172; START DATE: 10/1/2015; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1.
2) NAME OF BUSINESS: REVOLUTIONARY FINANCIAL; NATURE OF BUSINESS: FIXED INSURANCE SALES; LOCATION: 5 ROYAL OAK COURT, LAKE IN THE HILLS, IL 60156; TITLE: OWNER/AGENT; START DATE: 05/10/2018; APPROXIMATE NUMBER OF HOURS PER MONTH: 100; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5.
3. NAME OF BUSINESS: RESOURCE INSURANCE AND FINANCIAL GROUP; NATURE OF BUSINESS: PROVIDE GROUP HEALTH INSURANCE TO SMALL BUSINESSES; LOCATION: 85 W ALGONQUIN ROAD, SUITE 395, ARLINGTON HEIGHTS, IL 60005; START DATE: 06/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: LESS THAN 1; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1.
4. NAME OF BUSINESS: PRIME ONE INSURANCE; NATURE OF BUSINESS: PROVIDE GROUP HEALTH INSURANCE TO SMALL BUSINESSES; LOCATION: 2413 W ALGONQUIN ROAD, SUITE 420, ALGONQUIN, IL 60102; START DATE: 10/2018; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1.
5. NAME OF BUSINESS: ACRYLIC FINANCIAL, INC.; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 16930 E. PALISADES BLVD., #100, FOUNTAIN HILLS, AZ 85268; TITLE: INVESTMENT ADVISORY ADVISOR; START DATE: 02/2019; APPROXIMATE NUMBER OF HOURS PER MONTH: 20; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Arthur Gierke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2019 - Present
ACRYLIC FINANCIAL, INC.
Office #1: 1145 Mitchell Court Suite 223, Crystal Lake, IL 60014RIA
CRD#: 288263
Crystal Lake, IL
Current
October 16, 2018 - Present
BROOKLIGHT PLACE SECURITIES, INC.
Office #1: 1145 Mitchell Court Suite 223, Crystal Lake, IL 60014BD
CRD#: 15764
Crystal Lake, IL
Past
May 7, 2013 - October 16, 2018
TLG ADVISORS, INC.
RIA
CRD#: 111052
ARLINGTON HEIGHTS, IL
Past
December 19, 2012 - October 16, 2018
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Arlington Heights, IL
Past
December 13, 2004 - July 26, 2011
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ROSEMONT, IL
Past
September 4, 1991 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
September 4, 1991 - July 26, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
ROSEMONT, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/29/2018)
RR
Colorado(3/14/2021)
RR
Florida(5/17/2019)
RR
Hawaii(1/17/2019)
RR
Illinois(10/29/2018)
IAR
Illinois(4/12/2019)
RR
Oklahoma(11/20/2018)
RR
Texas(10/17/2018)
RR
Wisconsin(10/29/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
