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Zachary Patzik

Burling Wealth Partners

Chicago, IL

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Current Employers
Burling Wealth Partners

One South Wacker Drive Suite 2150, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-11
  • IL RA
    APPROVED
    Since 2024-09-11

Branch Locations

One South Wacker Drive Suite 2150, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rmb Capital Management, Llc Chicago IL 03/2021 09/2024
Morningstar Chicago IL 04/2017 03/2021
Northern Trust Chicago IL 06/2014 03/2017
Burling Wealth Partners Chicago IL 09/2024 Present
  • 03/2021 → 09/2024
    Rmb Capital Management, Llc
    Chicago, IL
  • 04/2017 → 03/2021
    Morningstar
    Chicago, IL
  • 06/2014 → 03/2017
    Northern Trust
    Chicago, IL
  • 09/2024 → Present
    Burling Wealth Partners
    Chicago, IL
Previous Registrations
Designations
Other Names
  • Zachary Aaron Patzik

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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