This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHICAGO PARTNERS INVESTMENT GROUP LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 29, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Jul 29, 2009

First registration

Jul 30, 2009

Dual registered

no

Other names

DANIEL JOSEPH TOLEDO|DAN TOLEDO|DANIEL J TOLEDO

IAPD individual key

5544190

• Occurred

  Mar 2, 2023
  Advisor departed, no destination yet

  Daniel Joseph Toledo no longer registered at Retirewise Cfp; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:85b493eb-eb90-cb09-57d4-04249d79fb71

First observed

Jul 30, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.