Best Investors Account Sign in
Inactive

Robert Patrick Pachciarz

Pinnacle Financial Planning

Aurora, IL

Claim This Profile
Current Employers
Pinnacle Financial Planning

Aurora, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-18
  • IL RA
    APPROVED
    Since 2026-05-18

Branch Locations

Aurora, IL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Naperville IL 10/2012 09/2018
Iht Wealth Management Llc Naperville IL 09/2018 11/2019
Supreme Alliance Llc West Palm Beach FL 01/2020 03/2021
Elevated Capital Advisors, Llc Sandy UT 12/2021 08/2024
Unemployed Aurora IL 03/2021 11/2021
Pachciarz Consulting Llc Dba Pinnacle Financial Planning Aurora IL 05/2022 12/2024
Pachciarz Consulting Llc Dba Pinnacle Financial Planning Aurora IL 03/2022 Present
Pachciarz Consulting Llc Dba Pinnacle Financial Planning Aurora IL 05/2026 Present
  • 10/2012 → 09/2018
    Naperville, IL
  • 09/2018 → 11/2019
    Naperville, IL
  • 01/2020 → 03/2021
    West Palm Beach, FL
  • 12/2021 → 08/2024
    Sandy, UT
  • 03/2021 → 11/2021
    Unemployed
    Aurora, IL
  • 05/2022 → 12/2024
    Pachciarz Consulting Llc Dba Pinnacle Financial Planning
    Aurora, IL
  • 03/2022 → Present
    Pachciarz Consulting Llc Dba Pinnacle Financial Planning
    Aurora, IL
  • 05/2026 → Present
    Pachciarz Consulting Llc Dba Pinnacle Financial Planning
    Aurora, IL
Previous Registrations
Other Businesses

1. Independent Insurance Agent; investment related; 2135 Clementi Lane, Aurora, Illinois, 60503; Insurance sales since July 2009; 20 hrs per month; duties are prospecting, meeting and enrolling clients in insurance products. 2. Fit Body Boot Camp; Not investment related; 11830 S. Route 59 Plainfield, IL 60585; fitness coaching; May 2022; 10 hours per week; zero hours during trading hours; coach and teach individuals about fitness.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-03
S63 Uniform Securities Agent State Law Examination 2007-06-14
  • S65 Uniform Investment Adviser Law Examination
    2011-03-03
  • S63 Uniform Securities Agent State Law Examination
    2007-06-14
Other Names
  • Patrick Pachciarz
  • Robert Patrick Pachciarz

View on SEC IAPD

More in Aurora, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor