Patricia Hughes is a CFP-designated registered investment advisor at Lake Life Wealth Advisory Group, based in Deer Park, IL, with 8 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 5 more. Their firm serves 10 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lake Life Wealth Advisory Group does not manage client assets. They provide investment recommendations to clients under the Open Retainer Agreement, On Your Way Engagement, and occasionally to Financial Strategy Session clients. Clients make their own investment decisions.
Contact
Patricia Hughes
Location
Deer Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lake Life Wealth Advisory Group
Previous Registrations
Moller Financial Services
State Registrations1 state
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Additional Information
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.