Robert P. Pachciarz
Professional summary
Robert Patrick Pachciarz, who also goes by Patrick Pachciarz, is a registered financial advisor currently at PINNACLE FINANCIAL PLANNING located in Aurora, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 18, 2026 - Present
PINNACLE FINANCIAL PLANNING
May 2, 2022 - December 31, 2024
PINNACLE FINANCIAL PLANNING
December 21, 2021 - August 8, 2024
ELEVATED CAPITAL ADVISORS, LLC
January 2, 2020 - March 16, 2021
SUPREME ALLIANCE LLC
January 8, 2019 - November 13, 2019
IHT WEALTH MANAGEMENT LLC
September 26, 2018 - September 26, 2018
IHT WEALTH MANAGEMENT LLC
October 1, 2012 - September 21, 2018
J.P. MORGAN SECURITIES LLC
October 1, 2012 - September 21, 2018
J.P. MORGAN SECURITIES LLC
March 4, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 7, 2007 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2026)
Exams
Current Firm
PINNACLE FINANCIAL PLANNING
CRD#: 317718 / SEC#:
Contact information
Red Flags
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