Patricia A. Blagojevich

INVESTMENT NAVIGATION LLC

Chicago, IL 60625

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CRD#: 5512622

Professional summary

Patricia Ann Blagojevich, who also goes by Patricia Ann Mell, is a registered financial advisor currently at INVESTMENT NAVIGATION LLC located in Chicago, Illinois.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Patricia has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Ann Mell

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) Investment Navigation LLC; Investment Related; Chicago, IL; Insurance Sales; President/Insurance Agent; 01/2009; Approximately 80 hours per month during trading hours. 2) 5511 Campbell #1 LLC; Non-Investment related; Chicago IL; Residential Building Manager; Owner; 05/2012; Approximately 5 hours per month during trading hours. 3) Blue Suede Shoes Productions, LLC; Non-Investment related; Chicago IL; Produces podcast & Documentary films; Partner/Secretary;01/2022; Approximately 2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ann Blagojevich'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®

None

Experience

Current

August 9, 2018 - Present

INVESTMENT NAVIGATION LLC

Office #1: 3701 N. Kedzie Ave, Chicago, IL 60625

RIA

CRD#: 297883

Chicago, IL

Past

February 16, 2016 - September 14, 2018

JANIAN INVESTMENT ADVISERS, LLC

RIA

CRD#: 164807

CHICAGO, IL

Past

September 10, 2013 - January 19, 2016

B. RILEY WEALTH MANAGEMENT

RIA

CRD#: 2543

CHICAGO, IL

Past

September 6, 2013 - January 19, 2016

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

CHICAGO, IL

Past

May 19, 2008 - September 8, 2008

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

RIA

CRD#: 117681

CHICAGO, IL

Past

April 9, 2008 - September 8, 2008

NORTH STAR INVESTMENT SERVICES, INC.

CRD#: 7984

CHICAGO, IL

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

Illinois
(8/9/2018)

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 66

Date: 9/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/19/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/2013

General Securities Representative Examination

Current Firm

INVESTMENT NAVIGATION LLC

CRD#: 297883 / SEC#:

Illinois

Registered Investment Advisory firm - (8/9/2018 Approved)

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Contact information

Main Address

3701 N. Kedzie Ave, Chicago, IL 60625

Mailing Address

2934 W. Sunnyside, Chicago, IL 60625

Phone number

(773) 509-0579

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 7,261,196

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 A. Blagojevich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ann Blagojevich's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTMENT NAVIGATION LLC

JANIAN INVESTMENT ADVISERS, LLC

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH MANAGEMENT

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

NORTH STAR INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/2013

SIE

Date: 1/19/2016

Series 7

Date: 9/6/2013

Current Firm

INVESTMENT NAVIGATION LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTMENT NAVIGATION LLC

TRUST BUT VERIFY

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