Patrick C. Bourbon
BOURBON FINANCIAL MANAGEMENT
Chicago, IL
Some features on this profile are disabled
CRD#: 5738104
Professional summary
Patrick Charles Bourbon, CFP® is a registered financial advisor currently at BOURBON FINANCIAL MANAGEMENT located in Chicago, Illinois.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patrick has worked at 2 firms .
Biography
Patrick is a talented and dedicated investment professional, with a client-centered focus, who wishes to share his investment passion and experience. Patrick is constantly striving for excellence. His unique combination of international experience and strong educational background give him a significant edge when it comes to analytical depth as well as optimizing your wealth. His unique combination of global professional experience, project management and high-level analytical skills bring value to your long-term goals.
Patrick grew up in the city of Toulouse in the south of France. In 1996, Patrick took his early passion for finance to Paris, where he opened an investment club, and managed a portfolio of stocks and mutual funds in Euros. He graduated top of his class, earning his Master of Science in Engineering. In the meantime, he discovered how the financial markets worked during internships at BNP Paribas in Chicago, JP Morgan in Paris, and Euronext/NYSE in London and Chicago. His early work experience in financial services impressed upon him the values of excellence and integrity.
In 2000, Patrick joined the prestigious equity team at UBS Global Asset Management-Brinson Partners, which managed $600 billion, where he quickly rose in the ranks. He became the youngest associate investment analyst. Patrick began to develop a reputation for his expertise in equity research and portfolio management.
After 15 years of helping friends with their investments, he created Bourbon Financial Management, and decided to bring his money management experience to help individuals and families live the life they want. His goal is to give you the best possible chance of having a successful and comfortable retirement. Being competent was no longer enough. He wanted meaning.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Retirement Income Management
Retirement Planning
Do you have an area of expertise or specialization?
Entrepreneurs
ExPat and Cross Border Issues
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
100K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Charles Bourbon'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®
CFP®
Start date: 2017
Experience
Current
March 17, 2010 - Present
BOURBON FINANCIAL MANAGEMENT
RIA
CRD#: 152178
Chicago, IL
Past
December 13, 2012 - April 26, 2017
PROMANAGE, LLC
RIA
CRD#: 133357
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
California(4/6/2018)
IAR
Illinois(3/17/2010)
Exams
Current Firm
BOURBON FINANCIAL MANAGEMENT
BOURBON FINANCIAL MANAGEMENT | BOURBON FINANCIAL MANAGEMENT, LLC
CRD#: 152178 / SEC#:
California
Registered Investment Advisory firm - (4/5/2018 Approved)Illinois
Registered Investment Advisory firm - (3/17/2010 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 909-6539
Established
Firm type
Fiscal year end
# of Employees
1
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.
