Anne Lezotte is a control person of Patrick Financial Group and directly owns under 5% of it.
Patrick Financial Group is an investment adviser based in Brighton, MI, registered with the SEC since 2015. It provides investment management. Its clients include individuals and pension and profit-sharing plans. Its regulatory assets under management total $170 million, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5071528
- Firm
- Patrick Financial Group · CRD 124610
- Role
- Chief Compliance Officer
- In role since
- January 2022 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Brighton, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Anne Lezotte work?
Anne Lezotte has been Chief Compliance Officer of Patrick Financial Group, L.L.C. since January 2022, and is a control person of the firm.
How can I verify Anne Lezotte’s record?
Anne Lezotte’s role is listed on Patrick Financial Group, L.L.C.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124610.