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John O Braeseke

Chicago Partners Investment Group LLC

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About John O Braeseke

John Braeseke is an investment advisor representative at Chicago Partners Investment Group LLC. John is registered to provide investment advice in Illinois and has been in the industry since 1986. John has a Series 63, Series 65, Series 7, and Series 10 license. John previously worked at TD Ameritrade, Inc., Charles Schwab & Co., Inc., Blinder, Robinson & Co., Inc., and Dunhill Investments Ltd. John's professional background includes working with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, and corporations or other businesses.

Firm Information

John Braeseke is currently registered with Chicago Partners Investment Group LLC. Chicago Partners Investment Group LLC is a registered investment advisor based in Chicago, IL. The firm has approximately $4.6 billion in assets under management and provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They specialize in financial planning, portfolio management, and 401(k) plan option review and monitoring.
Chicago Partners Investment Group LLC

1 NORTH WACKER DRIVE

CHICAGO, IL 60606

$4.59B

Assets Under Management

Not reported

Total Clients

38

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.

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401k plan option review & monitoring

401k plan option review & monitoring

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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other

Roboadvisory offering

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John Braeseke’s Registration & Firm History

IL

06/10/2022 - Present

Chicago Partners Investment Group LLC (CHICAGO IL)

NE

07/27/2021 - 04/29/2022

TD AMERITRADE, INC. (OMAHA NE)

IL

05/27/1987 - 04/29/2022

CHARLES SCHWAB & CO., INC. (Chicago IL)

NA

11/13/1986 - 05/15/1987

BLINDER, ROBINSON & CO.,INC.

NA

09/24/1986 - 11/12/1986

DUNHILL INVESTMENTS LTD.

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Licenses & Designations

IA

Issued 05/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/05/1990

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John O Braeseke.
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