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Daniel Joseph Cardell

Chicago Partners Investment Group LLC

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About Daniel Joseph Cardell

Daniel Joseph Cardell is a financial advisor with Chicago Partners Investment Group LLC. Daniel has been in the financial services industry since 1996. Daniel is registered as an Investment Adviser Representative in Illinois and holds the Series 7, Series 63, and Series 65 licenses. Daniel is also a Chartered Financial Analyst. Daniel has experience working with high net worth individuals, charitable organizations, and pooled investment vehicles. Daniel has a background in real estate, as a partner with Holborn Village LLC.

Firm Information

Daniel Cardell 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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Daniel Cardell’s Registration & Firm History

IL

04/11/2022 - Present

Chicago Partners Investment Group LLC (Palatine IL)

MA

08/19/1996 - 03/06/2001

WEISS, PECK & GREER, L.L.C. (BOSTON MA)

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Licenses & Designations

IA

Issued 10/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joseph Cardell.
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