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Patrick Adam Lach

Patrick Adam Lach

CFA, CFP®
LACH FINANCIAL
LOUISVILLE, KY
·CRD# 5906366·15 years experience

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.

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

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Videos & Posts

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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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Credentials

CFA
Chartered Financial Analyst
CFP®
Certified Financial PlannerSince 2010

Years of Experience

15 years in the financial services industry

Current & Past Employments

LACH FINANCIAL·CRD# 157065
RIA
3046 Breckinridge Lane Suite 202, Louisville, KY 40220
July 12, 2011 - Present

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Current Firm

LF
LACH FINANCIAL

LACH FINANCIAL | LACH FINANCIAL, LLC

CRD#: 157065
Kentucky
Registered Investment Advisory firm - Kentucky (7/12/2011 Approved)

Contact Information

Main Address

3046 Breckenridge Lane Suite 202, Louisville, KY 40220

Phone Number

(502) 295-7887

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

129

AUM (Assets Under Management)

$27,582,680

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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.

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.

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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
Kentucky
(7/12/2011)

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.

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CRS (Client Relationship Summary) - RIA

Click below to view Patrick Adam Lach's CRS (Customer Relationship Summary).

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Patrick Adam Lach
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