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Jacqueline Ann Runnberg

River Street Advisors, LLC

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About Jacqueline Ann Runnberg

Jacqueline Runnberg is a financial advisor with River Street Advisors, LLC. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ professional and has over 20 years of experience in the financial services industry. She is registered with the state of Illinois and Texas. Jacqueline is a dedicated and experienced advisor, providing comprehensive financial planning services to individuals, families, and businesses.

Firm Information

Jacqueline Runnberg is currently registered with River Street Advisors, LLC. River Street Advisors, LLC is an investment advisor based in Aurora, IL, providing financial planning and portfolio management services for individuals, corporations, and charitable organizations. With over $316 million in assets under management, they serve a wide range of clients, including high-net-worth individuals and businesses. Their website is http://www.oldsecond.com/wealth-management/wealth-management/river-street-advisors/.
River Street Advisors, LLC

37 S. RIVER STREET

AURORA, IL 60506

$316.22M

Assets Under Management

Not reported

Total Clients

9

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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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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Jacqueline Runnberg’s Registration & Firm History

IL

05/16/2019 - Present

River Street Advisors, LLC (AURORA IL)

IL

12/14/2005 - 04/30/2012

BMO HARRIS FINANCIAL ADVISORS, INC. (CARY IL)

NJ

10/12/2004 - 12/31/2005

HARRISDIRECT LLC (JERSEY CITY NJ)

WI

05/13/2004 - 11/11/2004

SII INVESTMENTS, INC. (APPLETON WI)

NA

07/16/1992 - 01/12/1995

ESSEX NATIONAL SECURITIES, INC.

NA

11/28/1990 - 07/20/1992

INFINET SECURITIES, INC.

NA

11/01/1989 - 11/05/1990

MARK TWAIN BROKERAGE SERVICES, INC.

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Licenses & Designations

BOTH

Issued 07/12/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/30/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacqueline Ann Runnberg.
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