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Elizabeth J Whipple

Wintrust Investments LLC

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About Elizabeth J Whipple

Elizabeth Whipple is a financial advisor with Wintrust Investments LLC. Elizabeth has been in the financial industry since 2014 and has been registered with the state of Illinois since 2015. Elizabeth holds the Series 7, Series 63, and Series 66 securities licenses. Elizabeth is also registered as an Investment Advisor Representative in Illinois. Elizabeth's previous experience includes working with Wells Fargo Advisors, LLC. Elizabeth works with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Elizabeth Whipple 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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Elizabeth Whipple’s Registration & Firm History

IL

07/15/2015 - Present

Wintrust Investments LLC (CHICAGO IL)

MO

12/10/2013 - 03/18/2015

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 07/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth J Whipple.
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