Osaic Wealth
47yrs
Top advisor by experience in Naperville
14yrs
Patrick Kirvan
Full name on record: Patrick Robert Kirvan
Financial advisor at Advanced Planning Advisors Group
Patrick Kirvan is a fiduciary financial advisor in Naperville, Illinois, with 14 years in the industry. After nine years at Gradient Advisors, Patrick joined Advanced Planning Advisors Group in 2021, a firm offering financial planning, investment management, and selecting outside investment managers. Advanced Planning Advisors Group reports being paid through a percentage of assets.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office400 East Diehl Road Suite 240, Naperville, IL 60563
How the firm is paid ?Percent of assets
Typical client at the firm ?$530,524
Advisors at the firm2
States licensed ?1 state
Services through Advanced Planning Advisors Group
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowAdvanced Planning Advisors Group Inc.Current firm
- 2012 – 2021Gradient Advisors, LLCPreviously
Contact Patrick
(630) 780-1099Advanced Planning Advisors Group main office 400 East Diehl Road Suite 240Naperville, IL 60563Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Advanced Planning Advisors Group at (630) 780-1099 and ask for Patrick Kirvan. Patrick works from the Naperville, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Advanced Planning Advisors Group reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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