Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
4yrs
Patrick Nalepa
Financial advisor at Gainplan
Patrick Nalepa is a financial advisor in Bloomfield Hills, Michigan, with 4 years in the industry. Patrick joined Gainplan in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFP® designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302
FirmGainplan
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$818,317
Advisors at the firm7
States licensed ?1 state
Services through Gainplan
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowGainplan LLCCurrent firm
Contact Patrick
(248) 385-3737Gainplan main office 800 W. Long Lake Road Suite 100Bloomfield Hills, MI 48302Office · Get directions LinkedIn pageGainplan
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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?
- 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 Gainplan at (248) 385-3737 and ask for Patrick Nalepa. Patrick works from the Bloomfield Hills, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Gainplan reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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