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Anna C Read

Chicago Partners Investment Group LLC

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About Anna C Read

Anna Read is an investment advisor representative associated with Chicago Partners Investment Group LLC. Anna Read's professional experience includes roles at Mitchell Furniture Company, River Club of Mequon, Robert W. Baird, Chicago Partners Investment Group, Texas Christian University, Divine Savior Holy Angels, Kettle Moraine Lutheran, and Trinity Academy Middle School. Anna Read holds the Series 65 license, as well as the SIE exam. Anna Read has specializations in asset allocation, investment strategies, retirement planning, and financial planning. Chicago Partners Investment Group LLC is an investment advisory firm headquartered in Chicago, Illinois.

Firm Information

Anna Read is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k plan option review & monitoring

401k plan option review & monitoring

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Roboadvisory offering

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Anna Read’s Registration & Firm History

IL

08/17/2023 - Present

Chicago Partners Investment Group LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna C Read.
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