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Edmund John Orr

Wintrust Investments LLC

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About Edmund John Orr

Edmund John Orr is a financial advisor at Wintrust Investments LLC. Edmund has over 28 years of experience in the financial industry. Edmund is registered to provide investment advice in Illinois. Edmund specializes in providing financial planning, selection of other advisors and portfolio management for businesses and individuals. Edmund is a Series 7, Series 24 and Series 63 licensed professional.

Firm Information

Edmund Orr is currently registered with Wintrust Investments LLC. Wintrust Investments LLC is a Limited Liability Company based in Chicago, Illinois, formed in January 1996. The firm provides a wide range of investment advisory services including financial planning, selection of other advisors, portfolio management for individuals and businesses. Wintrust Investments LLC manages over $14.4 billion in assets and has over 147 investment advisor representatives.
Wintrust Investments LLC

231 SOUTH LASALLE STREET

CHICAGO, IL 60604

$14.42B

Assets Under Management

Not reported

Total Clients

168

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.

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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Edmund Orr’s Registration & Firm History

IL

12/07/2004 - Present

Wintrust Investments LLC (CHICAGO IL)

IL

05/28/1998 - 05/25/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

WI

10/01/1997 - 02/27/1998

EVEREN CLEARING CORP. (MILWAUKEE WI)

MO

06/21/1993 - 05/09/1996

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 07/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edmund John Orr.
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