Patrick Robert Kirvan
Investment Adviser Representative at Advanced Planning Advisors Group Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Robert Kirvan is an investment adviser representative with Advanced Planning Advisors Group Inc. in Naperville, IL, where they have been registered since 2021. They have worked in the securities industry since 2012 and were previously registered with Gradient Advisors, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advanced Planning Advisors Group Inc.Dec 2017 – no end date reportedNaperville, IL
- Gradient Advisors, LLCNov 2012 – Apr 2021Arden Hills, MN
- Patrick R. KirvanSep 2010 – Nov 2017Mokena, IL
- Advanced Planning Advisors Group Inc.Apr 2021 – no end date reportedNaperville, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advanced Planning Advisors Group Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, assets and risk management, enhanced planning (asset preservation and wealth transfer), life insurance, Social Security maximization, and tax planning
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Naperville, IL
- SEC file number:
- 801-135718
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 11, 2026
View full firm profileOther advisors at Advanced Planning Advisors Group Inc.
1 other advisor in the directory
View Advanced Planning Advisors Group Inc. firm profileSimilar advisors in Naperville, IL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Robert Kirvan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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