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Ivana Vukanic is a financial advisor with Performance Wealth. Ivana has been in the industry since 2012. Ivana is registered as an Investment Advisor Representative in Illinois and Texas. Ivana is a CERTIFIED FINANCIAL PLANNER™ professional. Ivana works with a variety of clients including high-net-worth individuals, corporations and charitable organizations. Ivana's firm is Performance Wealth and they are headquartered in Hinsdale, IL. Ivana's firm offers a variety of services including financial planning, portfolio management, pension consulting and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
10/05/2022 - Present
Performance Wealth (HINSDALE IL)
IA
Issued 11/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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