This firm's name, 123 more other clients and 324 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant in Illinois

unclassified· IL
unclassified
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
2 allocators
Other roles
126 allocators

+123 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Schedule C rows
327 rows, $746,769 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Associated Banc-Corp Retirement Account Plan202511 50NONE$70,865
Associated Banc-Corp Retirement Account Plan202511enrolled actuary
Associated Banc-Corp Retirement Account Plan202411 50NONE$69,929

+324 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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