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Andrew Michael Fitzpatrick

PACESETTER FINANCIAL GROUP, L.L.C.

LINCOLN, IL

·CRD# 5741117·16 years experience

Professional Summary

Andrew Michael Fitzpatrick is a registered financial advisor currently at PACESETTER FINANCIAL GROUP, L.L.C. located in Lincoln, Illinois. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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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

16 years in the financial services industry

Current & Past Employments

PACESETTER FINANCIAL GROUP, L.L.C.·CRD# 123287

RIA

207 S. Mclean Street, Lincoln, IL 62656-2858

December 23, 2009 - Present

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Current Firm

PF

PACESETTER FINANCIAL GROUP, L.L.C.

PACESETTER FINANCIAL GROUP, L.L.C.

CRD#: 123287 / SEC#: 801-129763

RIA

Registered Investment Advisory firm - SEC (3/21/2024 Approved)

Illinois

Registered Investment Advisory firm - Illinois (4/24/2024 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (11/14/2016 Terminated)

Texas

Registered Investment Advisory firm - Texas (4/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

207 S. Mclean Street, Lincoln, IL 62656-2858

Phone Number

(217) 735-1576

# of Employees

10

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - PACESETTER FINANCIAL GROUP LLC (3/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

766

AUM (Assets Under Management)

$170,483,806

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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.

ANDY WORKS AS A CERTIFIED PUBLIC ACCOUNTANT FOR J.M. ABBOTT & ASSOCIATES, LTD, LOCATED AT 207 S. MCLEAN STREET, LINCOLN, IL 62656, WHICH IS A CERTIFIED PUBLIC ACCOUNTING FIRM. J.M. ABBOTT & ASSOCIATES, LTD. IS NOT AN INVESTMENT-RELATED BUSINESS. BOTH J.M. ABBOTT & ASSOCIATES, LTD. AND PACESETTER FINANCIAL GROUP, LLC ARE CO-OWNED BY THE SAME TWO MAJORITY PARTNERS, CLAYTON L. GEORGE AND DEBRA A. CURRY. J.M. ABBOTT & ASSOCIATES, LTD ALSO HAS TWO MINORITY PARTNERS. THE BUSINESSES ARE COMPLEMENTARY OF EACH OTHER. ANDY WAS HIRED BY J.M. ABBOTT & ASSOCIATES, LTD AT THE SAME TIME HE BEGAN WORKING FOR PACESETTER FINANCIAL GROUP, LLC, IN SEPTEMBER OF 2007. ANDY WILL DEVOTE AN AVERAGE OF 45 HOURS PER MONTH (25% OF HIS TIME) TO J.M. ABBOTT & ASSOCIATES-RELATED BUSINESS, 3/4 OF WHICH WILL BE DURING SECURITIES TRADING HOURS. ANDY PREPARES TAX RETURNS AND MONTHLY FINANCIAL STATEMENTS, AND ASSISTS CLIENTS IN TAX PLANNING AND BUSINESS CONSULTING FOR J.M. ABBOTT & ASSOCIATES, LTD.

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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".

PF

PACESETTER FINANCIAL GROUP, L.L.C.

PACESETTER FINANCIAL GROUP, L.L.C.

CRD#: 123287 / SEC#: 801-129763

RIA

Registered Investment Advisory firm - SEC (3/21/2024 Approved)

Illinois

Registered Investment Advisory firm - Illinois (4/24/2024 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (11/14/2016 Terminated)

Texas

Registered Investment Advisory firm - Texas (4/24/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(12/23/2009)

IAR

Texas
(7/18/2015)

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 Dec 2009About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Fitzpatrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AF

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