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Jeffrey Craig Wilke

Mesirow Financial, Inc.

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About Jeffrey Craig Wilke

Jeffrey Wilke is a financial advisor registered with Mesirow Financial, Inc. Jeffrey holds the Series 63, Series 52TO, and SIE licenses. Jeffrey is registered with the state securities regulators in Illinois, Maryland, and New York.

Firm Information

Jeffrey Wilke is currently registered with Mesirow Financial, Inc.. Mesirow Financial, Inc. is a corporation formed in October 1982. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

143

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.

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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Jeffrey Wilke’s Registration & Firm History

MD

08/05/2021 - Present

Mesirow Financial, Inc. (Annapolis MD)

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Licenses & Designations

BC

Issued 08/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2021

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Craig Wilke.
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