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Correll Co. Investment Services Corp.

Headquartered in HICKORY HILLS, IL

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Firm Information

Correll Co. Investment Services Corp. is a Corporation formed in December 1995. The firm is registered with the SEC and 16 states, and has a total of 260,311,837 in regulatory assets under management. They offer investment advisory services including pension consulting and portfolio management for individuals. Their client base includes pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Correll Co. Investment Services Corp.

$260.31M

Assets Under Management

79

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CORRELL CO. INVESTMENT SERVICES CORP. has a total of 3 branch locations across the country.
location

HICKORY HILLS, IL

location

Arlington Heights, IL

location

Bolivar, MO

Advisors at Correll Co. Investment Services Corp.

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Dean Alan Klassman

HICKORY HILLS, IL

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Andrew Richard Doppelt

Arlington Heights, IL

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Daniela M. Romero

HICKORY HILLS, IL

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Melody Nicole Correll

RA

HICKORY HILLS, IL

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Jannis Marie Keeling

Bolivar, MO

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Mark James Stowe

HICKORY HILLS, IL

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Roger Dean Haan

HICKORY HILLS, IL

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James Charles Correll

HICKORY HILLS, IL

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Disclosures

There are no public disclosures for Correll Co. Investment Services Corp..

Frequently Asked Questions (9)

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