linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward James Trapp

Dearborn Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward James Trapp

Edward James Trapp is a financial advisor affiliated with Dearborn Partners LLC. Edward has been in the industry since May 2017, and is currently registered with the state of Illinois. Edward's career in finance began with a role at Costco Wholesale and has taken him through positions at Bluewater Consulting Group, Wintrust Financial Corp and finally Dearborn Partners LLC. Edward is a Certified Financial Planner and holds the Securities Industry Essentials Examination certification. Edward is a specialist in portfolio management for individuals, businesses, and investment companies, as well as financial planning and selection of other advisors.

Firm Information

Edward Trapp is currently registered with Dearborn Partners LLC. Dearborn Partners LLC is an investment advisor registered with the SEC. The firm, headquartered in Chicago, IL, manages approximately $3.82 billion in assets for a range of clients, including high-net-worth individuals, corporations, insurance companies, and investment companies. Their advisory services include financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm also provides model management services and participates in wrap fee programs.
Dearborn Partners LLC

200 W MADISON ST

CHICAGO, IL 60606

$3.82B

Assets Under Management

18

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model management provider

Model management provider

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Trapp’s Registration & Firm History

IL

04/30/2024 - Present

Dearborn Partners LLC (CHICAGO IL)

Not sure if Edward James Trapp is right for you?

Licenses & Designations

BC

Issued 05/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward James Trapp.
Not sure if Edward James Trapp is right for you?