DFX Intelligence
Advisors
Advisors registered through Chicago Partners Investment Group LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Mark Frank Toledo Chartered Financial Analyst | Chicago Partners Investment Group LLC independent RIA | Chicago, Il | Jan 14, 2022 | 43 y | 3 | 1 |
| Michelle Heidi Tucker Certified Financial Planner, Personal Financial Specialist | Chicago Partners Investment Group LLC independent RIA | Honolulu, Hi | Jan 13, 2022 | 35 y | 3 | 1 |
| Matthew Adams Van Dusen | Chicago Partners Investment Group LLC independent RIA | Chicago, Il | Sep 18, 2024 | 10 y | 0 | 1 |
| J••••• A••• V••• | C•••••• P••••••• I••••••••• G•••• L•• independent RIA | C••••••, Il | Aug 16, 2023 | 12 y | 0 | 1 |
| P•••••• M•••••• W••• Chartered Financial Analyst | C•••••• P••••••• I••••••••• G•••• L•• independent RIA | C••••••, Il | Jan 13, 2022 | 13 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous
55 advisors match.