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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Matthew Schwerin is an Investment Advisor Representative at North Star Investment Management Corp. Colin has been in the industry for over 9 years. Colin holds the Series 65 license. Colin provides Financial Planning, Pension Consulting, and Portfolio Management for businesses, individuals, and Investment Companies. Colin has been providing Financial Planning services through CAPS Financial Group since 2024. Colin has prior experience with Kentucky Utilities, Sargent and Lundy, Burns and McDonnell and DuPont.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
02/22/2024 - Present
North Star Investment Management Corp. (Glen Ellyn IL)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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