Patricia J. Karolczak

ASSET CONSULTING GROUP

Clayton, MO 63105

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CRD#: 5329855

Professional summary

Patricia Joan Karolczak, who also goes by Patricia Joan Hagen, Patty Joan Hagen, Patty Joan Karolczak, is a registered financial advisor currently at ASSET CONSULTING GROUP, LLC located in Clayton, Missouri.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patricia has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Joan Hagen | Patty Joan Hagen | Patty Joan Karolczak

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Joan Karolczak's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 30, 2010 - Present

ASSET CONSULTING GROUP, LLC

Office #1: 231 South Bemiston Avenue 14th Floor, Clayton, MO 63105

RIA

CRD#: 107574

Clayton, MO

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".

ASSET CONSULTING GROUP, LLC

ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA

Registered Investment Advisory firm - (6/20/1991 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Michigan
(6/16/2010)

IAR

Missouri
(4/30/2010)

IAR

Oklahoma
(6/4/2010)

IAR

Texas
(3/25/2011)

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

State Security Law Exam

IAR

Series 65

Date: 4/29/2010

Uniform Investment Adviser Law Examination

Current Firm

ASSET CONSULTING GROUP, LLC

ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA

Registered Investment Advisory firm - (6/20/1991 Approved)

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Contact information

Main Address

231 South Bemiston Avenue 14th Floor, Clayton, MO 63105

Mailing Address

Phone number

(314) 862-4848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSET CONSULTING GROUP, LLC (7/14/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 781,677,701

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report

Red Flags

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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Patricia J. Karolczak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Joan Karolczak's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET CONSULTING GROUP, LLC

Primary Firm SEC Registration

ASSET CONSULTING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2010

Current Firm

ASSET CONSULTING GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASSET CONSULTING GROUP, LLC

TRUST BUT VERIFY

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