Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Hagedorn is a financial advisor at Chicago Partners Investment Group LLC. James holds the Chartered Financial Analyst designation and has been working in the industry since September 2007. James works with a wide range of clients including individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. James and the firm provide financial planning, portfolio management, and other advisory services. James is registered as an Investment Advisor Representative in Florida, Illinois, Louisiana, and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401k plan option review & monitoring
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Roboadvisory offering
1
2
IL
09/27/2023 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
Active
Inactive
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