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Patricia Diane Hughes

Patricia D. Hughes

LAKE LIFE WEALTH ADVISORY GROUP
Deer Park, IL
Some features on this profile are disabled
CRD#: 6840659
Patricia Diane Hughes

Professional summary

Patricia Diane Hughes, CFP®, who also goes by Patricia Diane Gruhlke, is a registered financial advisor currently at LAKE LIFE WEALTH ADVISORY GROUP located in Deer Park, Illinois.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Patricia has worked at 2 firms .

Biography

Patti lives in Deer Park, Illinois with her husband and golden retriever.  She has three grown children, and enjoys spending time boating in Lake Geneva, Wisconsin where they have a vacation home.  She is an avid college football fan, and most Saturdays in the fall can be found at the Notre Dame football games.  In addition, she volunteers with PAWS Chicago, a no kill animal shelter, and at Launch U, providing financial planning services to urban scholars seeking solutions to fund their college education. She is also a member of the Policy Circle, a group committed to discussing policy issues affecting state and local government.
top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Estate Planning
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Budgeting
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Middle Income Client Needs
Millennials
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

Patricia Diane Gruhlke

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Diane Hughes'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®

Certified Financial Planner

Start date: 2016

Experience

Current

February 7, 2018 - Present

LAKE LIFE WEALTH ADVISORY GROUP

RIA
CRD#: 292520
Deer Park, IL
Past

August 8, 2017 - November 13, 2017

MOLLER WEALTH PARTNERS

RIA
CRD#: 110493
NORTHFIELD, 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
(2/7/2018)

Exams

Current Firm

LAKE LIFE WEALTH ADVISORY GROUP
LAKE LIFE WEALTH ADVISORY GROUP
LAKE LIFE WEALTH ADVISORY GROUP | LAKE LIFE WEALTH ADVISORY GROUP LLC

CRD#: 292520 / SEC#:

Illinois
Registered Investment Advisory firm - (2/7/2018 Approved)
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Contact information

Main Address
Deer Park, IL
Mailing Address
Phone number
(847) 404-9225
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

LAKE LIFE WEALTH ADVISORY GROUP

LAKE LIFE WEALTH ADVISORY GROUP

CRD#: 292520Deer Park, IL

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