Andrew Michael Fitzpatrick

Employer firm

Pacesetter Financial Group, L.l.c. CRD 123287

$170M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Pacesetter Financial Group, Llc
  Lincoln, IL
• 09/2007 → Present
  J.M. Abbott & Associates, Ltd.
  Lincoln, IL

Other Businesses

ANDY WORKS AS A CERTIFIED PUBLIC ACCOUNTANT FOR J.M. ABBOTT & ASSOCIATES, LTD, LOCATED AT 207 S. MCLEAN STREET, LINCOLN, IL 62656, WHICH IS A CERTIFIED PUBLIC ACCOUNTING FIRM. J.M. ABBOTT & ASSOCIATES, LTD. IS NOT AN INVESTMENT-RELATED BUSINESS. BOTH J.M. ABBOTT & ASSOCIATES, LTD. AND PACESETTER FINANCIAL GROUP, LLC ARE CO-OWNED BY THE SAME TWO MAJORITY PARTNERS, CLAYTON L. GEORGE AND DEBRA A. CURRY. J.M. ABBOTT & ASSOCIATES, LTD ALSO HAS TWO MINORITY PARTNERS. THE BUSINESSES ARE COMPLEMENTARY OF EACH OTHER. ANDY WAS HIRED BY J.M. ABBOTT & ASSOCIATES, LTD AT THE SAME TIME HE BEGAN WORKING FOR PACESETTER FINANCIAL GROUP, LLC, IN SEPTEMBER OF 2007. ANDY WILL DEVOTE AN AVERAGE OF 45 HOURS PER MONTH (25% OF HIS TIME) TO J.M. ABBOTT & ASSOCIATES-RELATED BUSINESS, 3/4 OF WHICH WILL BE DURING SECURITIES TRADING HOURS. ANDY PREPARES TAX RETURNS AND MONTHLY FINANCIAL STATEMENTS, AND ASSISTS CLIENTS IN TAX PLANNING AND BUSINESS CONSULTING FOR J.M. ABBOTT & ASSOCIATES, LTD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-22