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BB

Brian P. Bardachowski

PENSINGER FINANCIAL
Lemont, IL
·CRD# 4543928·24 years registered

Professional Summary

Brian P. Bardachowski, who also goes by Brian P. Bardachowski, is a registered financial advisor currently at PENSINGER FINANCIAL, INC. located in Lemont, Illinois. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brian has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian P. Bardachowski

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

PENSINGER FINANCIAL, INC.Current·CRD# 169718
RIA
Lemont, IL
August 5, 2025 - Present

Past

AMERICAN GENERAL SECURITIES INCORPORATEDPast·CRD# 13626
BD
Phoenix, AZ
October 1, 2002 - January 8, 2003
AMERICAN GENERAL EQUITY SERVICES CORPORATIONPast·CRD# 5435
BD
Houston, TX
June 21, 2002 - October 1, 2002

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Current Firm

PF
PENSINGER FINANCIAL, INC.

PENSINGER FINANCIAL, INC. | PENSINGER, MICHAEL D.

CRD#: 169718
Illinois
Registered Investment Advisory firm - Illinois (4/14/2014 Approved)

Contact Information

Main Address

Lemont, IL

Phone Number

(630) 754-7580

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

106

AUM (Assets Under Management)

$50,301,863

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

NAME: Wisdom Financial, Inc. INVESTMENT RELATED: Not Investment Related ADDRESS: 4805 W 97th St, Oak Lawn, IL 60453 NATURE: Mortgage Broker POSITION: Owner - Mortgage Loan Originator START DATE: April of 2007 HOURS/MONTH: 80 Hours per month HOURS DEVOTE TO OTHER BUSINESS: 40 hours per month DESCRIPTION: I am the owner/operator of Wisdom Financial, Inc. My responsibility is to provide residential mortgages to individuals purchasing homes and refinancing.

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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.
IAR
Illinois
(8/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2002About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Brian P. Bardachowski's CRS (Customer Relationship Summary).

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