Patrick A. Lach
LACH FINANCIAL
LOUISVILLE, KY 40220
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CRD#: 5906366
Professional summary
Patrick Adam Lach, CFA, CFP® is a registered financial advisor currently at LACH FINANCIAL located in Louisville, Kentucky.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 1 firm .
Question & Answer
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.
I am currently employed as an Associate Professor of Finance at Indiana University Southeast. This business is not investment related. The address at this business is 4201 Grant Line Road New Albany, Indiana 47150. I started at Indiana University Southeast in August of 2019 and I devote approximately 160 hours per month to the university during the academic year. I devote approximately 100 hours per month to the university during securities trading hours. As an Associate Professor of Finance, my duties involve teaching three classes per semester, conducting research, and engaging in service (such as serving on committees and advising student organization) to the university. I am also the Founder and Managing Member of Lach Properties, which is in the business of real estate rental. This activity is not investment related. I spend roughly 6 hours per month on this activity showing properties to tenants and preparing the books of the business. I spend approximately 2 hours per month on this activity during securities trading hours. The address for Lach Properties is 3046 Breckenridge Lane Suite 202, Louisville, KY 40220. In addition, I may provide hourly consulting for engagements related to writing or verifying material for textbook providers through Lach Financial. I may also provide hourly consulting relating to legal testimony or as an expert witness through Lach Financial. Finally, I am also a contributor for The Wall Street Journal.
CRS (Client Relationship Summary) - RIA
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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: 2010
Experience
Current
July 12, 2011 - Present
LACH FINANCIAL
Office #1: 3046 Breckinridge Lane Suite 202, Louisville, KY 40220RIA
CRD#: 157065
LOUISVILLE, KY
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
Kentucky(7/12/2011)
Exams
Current Firm
LF
LACH FINANCIAL
LACH FINANCIAL | LACH FINANCIAL, LLC
CRD#: 157065 / SEC#:
Kentucky
Registered Investment Advisory firm - (7/12/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3046 Breckenridge Lane Suite 202, Louisville, KY 40220
Mailing Address
Phone number
(502) 295-7887
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 24,736,702 |
Red Flags
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Company Information
LACH FINANCIAL
CRD#: 157065Louisville, KY 40220TRUST BUT VERIFY
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